Fund Centre
Explore our range of funds, investing across asset classes and regions and designed to meet a variety of needs. Here you will find fund factsheets, prospectus, KIIDs, PRIIPs, annual reports and more.
The Waverton Funds are sub-funds of Waverton Investment Funds PLC, an umbrella fund. These Waverton Funds form a range of investment vehicles, including equity, fixed income and multi-asset funds.
Please note that Waverton and London and Capital have merged to form the W1M Group. However, W1M Investment Management Limited (formerly, Waverton Investment Management Limited) remains the Investment Manager of the Waverton Funds. The Management Company of Waverton Investment Funds PLC is Bridge Fund Management Limited.
The Fund Centre provides information on the Waverton Funds, including factsheets, prospectus, KIIDs, PRIIPs, annual reports and more.
Waverton Funds Report to Participators 2023
Adviser DDQ support - Defaqto platform availability
Adviser DDQ support - Defaqto DFM range of services
Waverton - UK Country Supplement
Waverton Funds Condensed Interim Financial Statements (October 2023)
Notification to Shareholders - October 2023
Notification to Shareholders - June 2023
ESG Portfolio Extended Summary Report MPS Cautious
ESG Portfolio Extended Summary Report MPS Balanced
Waverton Funds Annual Report and Audited Financial Statements (April 2023)
MSCI ESG Report - Equity - March 23
MSCI ESG Report - Defensive - March 23
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