Waverton Multi-Asset Defensive Fund A Stg£ GBP Income
Fund
ISIN IE0006ZXPUS2 / Valor null
NAV (2025-11-14)
GBP 11.69-1.27%
Waverton Multi-Asset Defensive Fund A Stg£ GBP Income
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The Waverton Multi-Asset Defensive Fund seeks long-term growth by investing in a diverse range of global assets. Its portfolio includes up to 45% in international company shares, both ordinary and preferred, up to 80% in government and corporate bonds, and up to 30% in structured financial products. Additionally, the fund invests in commodities through other investment funds and uses derivatives to enhance its investment strategy and manage risks. This balanced approach ensures exposure to various markets and asset types to support steady growth.
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bondsglobal equities
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OTHER SHARE CLASSES OF THIS FUND
Waverton Multi-Asset Defensive Fund B Stg£ GBP Income
Waverton Multi-Asset Defensive Fund B Stg£ GBP Income
Waverton Multi-Asset Defensive Fund B Stg£ GBP Income
Annual Return
-50%0%+50%
Risk level
110
-1.27%GBP 11.69
Waverton Multi-Asset Defensive Fund P Stg£ GBP Income
Waverton Multi-Asset Defensive Fund P Stg£ GBP Income
Waverton Multi-Asset Defensive Fund P Stg£ GBP Income
Annual Return
-50%0%+50%
Risk level
110
-1.20%GBP 11.53
Waverton Multi-Asset Defensive Fund P Stg£ GBP Accumulated
Waverton Multi-Asset Defensive Fund P Stg£ GBP Accumulated
Waverton Multi-Asset Defensive Fund P Stg£ GBP Accumulated