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 FundRock Management Company (Ireland) Limited.
The Fund Centre provides information on the Waverton Funds, including factsheets, prospectus, KIIDs, PRIIPs, annual reports and more.
MSCI ESG Report - Equity - August 25
ESG Portfolio Extended Summary Report MPS Cautious
MSCI ESG Report - Defensive - August 25
MSCI ESG Report - Balanced - August 25
MSCI ESG Report - Growth - August 25
MSCI ESG Report - Conservative - August 25
MSCI ESG Report - Cautious - August 25
Merger Notification (Receiving Fund) (signed)
Merger Circular (signed)
MSCI ESG Extended Summary Report - Multi-Asset Growth Fund - Equity Only
MSCI ESG Extended Summary Report - Multi-Asset Cautious Fund - Equity Only
MSCI ESG Extended Summary Report- Multi-Asset Income Fund - Equity Only
Latest insights from our fund managers
Get in touch
