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 Extended Summary Report - Multi-Asset Balanced Fund - Equity Only
MSCI ESG Extended Summary Report- Multi-Asset Defensive Fund - Equity Only
Waverton Investment Funds plc - UK Country Supplement July 2025
Waverton Funds Report to Participators 2024
02.6 Supplement - Waverton Multi-Asset Income Fund September 2025
02.8 Supplement - Waverton Strategic Equity Fund June 2025
Consolidated Prospectus - Waverton Investment Funds plc June 2025
02.9 Supplement - Waverton Multi-Asset Growth Fund (eur Denominated) June 2025
02.1 Supplement - Waverton Absolute Return Fund June 2025
02.4 Supplement - Waverton Multi-Asset Defensive Fund June 2025
02.7 Supplement - Waverton Real Assets Fund June 2025
01. Prospectus - Waverton Investment Funds plc June 2025
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