Waverton Global Equity A USD

Waverton Global Equity is focused on achieving growth by investing primarily in a select portfolio of global companies. At least two-thirds of its assets are allocated to ordinary and preferred shares, providing exposure to diverse industries worldwide. Up to one-third of the fund may be invested in convertible bonds and other high-quality interest-bearing securities from governments and reputable companies. Additionally, the fund can allocate up to 10% of its assets to other investment funds, with a maximum of 5% in global equity funds, and limits investments in emerging markets to no more than 20%. This strategic mix aims to balance growth potential with stability across different markets and asset types.