Waverton Multi-Asset Cautious Fund B Stg£ GBP Income header image

Waverton Multi-Asset Cautious Fund B Stg£ GBP Income

Fund

ISIN IE000BS3O6K6 / Valor null

NAV (2025-02-14)
GBP 11.45+0.26%

Waverton Multi-Asset Cautious Fund B Stg£ GBP Income
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General Objective

The Fund aims to achieve long-term growth on your investment by investing in a diversified portfolio of assets worldwide, including shares of companies, bonds, structured products, and commodities.

Fund Exposure

The Fund is exposed to a mix of asset classes, including shares of companies worldwide, bonds issued by governments or companies worldwide, structured products, and commodities. It may also use derivatives for investment purposes or to manage the Fund more efficiently. The Fund may invest up to 20% of its assets in any one fund and up to 30% in emerging market countries.

Risks

The Fund may be exposed to risks associated with investing in a variety of asset classes, including market risk, credit risk, and liquidity risk. Additionally, the use of derivatives and structured products may introduce additional risks to the Fund. Investors should carefully consider these risks before investing in the Fund.

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Source

https://www.waverton.co.uk/financial-advisers/multi-asset-equity-funds

Tags:
msci world global equities multi asset

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OTHER SHARE CLASSES OF THIS FUND

Waverton Multi-Asset Cautious Fund P Stg£ GBP Income
Waverton Multi-Asset Cautious Fund P Stg£ GBP Income Waverton Multi-Asset Cautious Fund P Stg£ GBP Income
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Annual Return

-50%0%+50%

Risk level

110
0.35%GBP 11.46
Waverton Multi-Asset Cautious Fund A Stg£ GBP Income
Waverton Multi-Asset Cautious Fund A Stg£ GBP Income Waverton Multi-Asset Cautious Fund A Stg£ GBP Income
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Annual Return

-50%0%+50%

Risk level

110
0.26%GBP 11.45
Waverton Multi-Asset Cautious Fund P Stg£ GBP Accumulated
Waverton Multi-Asset Cautious Fund P Stg£ GBP Accumulated Waverton Multi-Asset Cautious Fund P Stg£ GBP Accumulated
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Annual Return

-50%0%+50%

Risk level

110
0.27%GBP 11.19