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.
MSCI ESG Report - Balanced - March 23
MSCI ESG Report - Growth - March 23
MSCI ESG Report - Conservative - March 23
MSCI ESG Report - Cautious - March 23
Private Client RFP appendix - Investment Process
Private Client RFP appendix - Glossary of terms
Private Client RFP appendix - Mandates Guidance
Private Client RFP appendix - Portfolio Risk Management
Waverton - Austria Country Supplement
Waverton - Luxembourg Country Supplement
Waverton Investment Funds Prospectus - German Consolidated
Waverton Funds Report to Participators 2022
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