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.
Notification to Shareholders - February 2023
Adviser DDQ support - Defaqto MPS on Platform
Adviser DDQ support - Threesixty assesment report
Adviser DDQ support - ARC due diligence questionnaire
Adviser DDQ support - MPS overview
Adviser DDQ support - Defaqto DFM Bespoke
Adviser DDQ support - Defaqto MPS Direct
Adviser DDQ support - RSMR factsheet
Waverton Funds Annual Report and Audited Financial Statements (April 2022)
Notification to Shareholders - May 2022
Waverton Funds Report to Participators 2021
Waverton Funds Condensed Interim Financial Statements (October 2021)
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