Waverton Multi-Asset Balanced Fund M Stg£ GBP Income
ISIN IE000WVHKZI2 / Valor null
Waverton Multi-Asset Balanced Fund M Stg£ GBP Income
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The Waverton Multi-Asset Balanced Fund aims for long-term growth by building a diverse portfolio that includes 40% to 80% in global company shares, both ordinary and preferred. It allocates up to 60% to a variety of government and corporate bonds, including convertible bonds. Additionally, the fund invests up to 30% in structured products, which offer returns based on the performance of underlying assets like equities, bonds, or indexes. To further diversify, the fund may also include commodities through other investment funds. This balanced approach ensures exposure to different asset classes worldwide.
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