Waverton Multi-Asset Cautious Fund P Stg£ GBP Income

The Waverton Multi-Asset Cautious Fund aims for long-term growth by diversifying its investments globally across multiple asset types. Its portfolio includes 30% to 60% in shares of companies worldwide, encompassing both ordinary and preferred stocks. Up to 70% is allocated to government and corporate bonds, including convertible bonds. Additionally, the fund invests up to 30% in structured products that are linked to the performance of various underlying assets such as equities, bonds, and indexes, and includes commodities through other investment funds. The fund also uses derivatives to enhance its investment strategies and manage risks effectively.