Waverton Multi-Asset Defensive Fund P Stg£ GBP Accumulated header image

Waverton Multi-Asset Defensive Fund P Stg£ GBP Accumulated

Fund

ISIN IE000YLWOBH3 / Valor null

NAV (2025-11-19)
GBP 11.52-0.26%

Waverton Multi-Asset Defensive Fund P Stg£ GBP Accumulated
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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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Tags:
bonds global equities

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OTHER SHARE CLASSES OF THIS FUND

Waverton Multi-Asset Defensive Fund A Stg£ GBP Income
Waverton Multi-Asset Defensive Fund A Stg£ GBP Income Waverton Multi-Asset Defensive Fund A Stg£ GBP Income
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Annual Return

-50%0%+50%

Risk level

110
-0.26%GBP 11.55
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.26%GBP 11.55
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.26%GBP 11.39