Waverton European Capital Growth Fund I USD Inc
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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.
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european equitiesconvertible bonds
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OTHER SHARE CLASSES OF THIS FUND
Waverton European Capital Growth Fund I EUR Inc
Waverton European Capital Growth Fund I EUR Inc
Waverton European Capital Growth Fund I EUR Inc
Annual Return
-50%0%+50%
Risk level
110
0.07%EUR 5.80
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
Annual Return
-50%0%+50%
Risk level
110
0.03%GBP 2.89
Waverton European Capital Growth Fund M EUR Inc
Waverton European Capital Growth Fund M EUR Inc
Waverton European Capital Growth Fund M EUR Inc
Annual Return
-50%0%+50%
Risk level
110
0.07%EUR 21.73
Waverton European Capital Growth Fund S GBP Inc
Waverton European Capital Growth Fund S GBP Inc
Waverton European Capital Growth Fund S GBP Inc
Annual Return
-50%0%+50%
Risk level
110
-0.05%GBP 21.49
Waverton European Capital Growth Fund F EUR Inc
Waverton European Capital Growth Fund F EUR Inc
Waverton European Capital Growth Fund F EUR Inc
Annual Return
-50%0%+50%
Risk level
110
0.05%EUR 2.21
Waverton European Capital Growth Fund F GBP Inc
Waverton European Capital Growth Fund F GBP Inc
Waverton European Capital Growth Fund F GBP Inc
Annual Return
-50%0%+50%
Risk level
110
-0.04%GBP 2.34
Waverton European Capital Growth Fund L EUR Inc
Waverton European Capital Growth Fund L EUR Inc
Waverton European Capital Growth Fund L EUR Inc
Annual Return
-50%0%+50%
Risk level
110
0.07%EUR 5.62
Waverton European Capital Growth Fund R GBP Inc
Waverton European Capital Growth Fund R GBP Inc
Waverton European Capital Growth Fund R GBP Inc
Annual Return
-50%0%+50%
Risk level
110
-0.05%GBP 382.36
Waverton European Capital Growth Fund I GBP Inc
Waverton European Capital Growth Fund I GBP Inc
Waverton European Capital Growth Fund I GBP Inc
Annual Return
-50%0%+50%
Risk level
110
-0.05%GBP 4.07
Waverton European Capital Growth Fund I USD Acc
Waverton European Capital Growth Fund I USD Acc
Waverton European Capital Growth Fund I USD Acc