Waverton European Capital Growth Fund I EUR Inc header image

Waverton European Capital Growth Fund I EUR Inc

Fund

ISIN IE00BF5KTG81 / Valor null

NAV (2026-09-09)
EUR 5.79-1.46%

Waverton European Capital Growth Fund I EUR Inc
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

The Waverton European Capital Growth Fund seeks long-term growth by primarily investing in shares of European companies, including both ordinary and preferred shares that provide fixed dividends and priority in payouts. It also includes convertible bonds, ensures that no more than 10% of its assets are in emerging markets, and may allocate up to 10% to other funds, with half of that in global equity funds. Additionally, the fund holds some cash and uses derivatives to optimize its investment strategy.

Content summarized by AI chatbot
Tags:
european equities convertible bonds

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Waverton European Capital Growth Fund F GBP Hedged Inc
Waverton European Capital Growth Fund F GBP Hedged Inc Waverton European Capital Growth Fund F GBP Hedged Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.44%GBP 2.88
Waverton European Capital Growth Fund M EUR Inc
Waverton European Capital Growth Fund M EUR Inc Waverton European Capital Growth Fund M EUR Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.45%EUR 21.67
Waverton European Capital Growth Fund S GBP Inc
Waverton European Capital Growth Fund S GBP Inc Waverton European Capital Growth Fund S GBP Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.37%GBP 21.46
Waverton European Capital Growth Fund F EUR Inc
Waverton European Capital Growth Fund F EUR Inc Waverton European Capital Growth Fund F EUR Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.48%EUR 2.20
Waverton European Capital Growth Fund F GBP Inc
Waverton European Capital Growth Fund F GBP Inc Waverton European Capital Growth Fund F GBP Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.35%GBP 2.33
Waverton European Capital Growth Fund L EUR Inc
Waverton European Capital Growth Fund L EUR Inc Waverton European Capital Growth Fund L EUR Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.46%EUR 5.61
Waverton European Capital Growth Fund R GBP Inc
Waverton European Capital Growth Fund R GBP Inc Waverton European Capital Growth Fund R GBP Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.37%GBP 381.84
Waverton European Capital Growth Fund I GBP Inc
Waverton European Capital Growth Fund I GBP Inc Waverton European Capital Growth Fund I GBP Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.36%GBP 4.06
Waverton European Capital Growth Fund I USD Acc
Waverton European Capital Growth Fund I USD Acc Waverton European Capital Growth Fund I USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.30%USD 24.61
Waverton European Capital Growth Fund I USD Inc
Waverton European Capital Growth Fund I USD Inc Waverton European Capital Growth Fund I USD Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.30%USD 12.33