Waverton Multi-Asset Growth Fund Class P GBP header image

Waverton Multi-Asset Growth Fund Class P GBP

Fund

ISIN IE00BMVHFT74 / Valor null

NAV (2025-11-18)
GBP 13.69-1.30%

Waverton Multi-Asset Growth Fund Class P GBP
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The Waverton Multi-Asset Growth Fund is designed for long-term growth by diversifying its investments globally across several asset types. It allocates between 60% and 90% of its assets to shares of companies worldwide, including both ordinary and preferred stocks. Additionally, up to 40% is invested in government and corporate bonds, including convertible bonds. The fund also dedicates up to 30% of its assets to structured products that provide returns based on the performance of various underlying assets, and up to another 30% is invested in other funds to include commodities and additional investment opportunities. This diversified portfolio aims to balance growth potential across different markets and asset classes.

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Tags:
bonds msci world global equities

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OTHER SHARE CLASSES OF THIS FUND

Waverton Multi-Asset Growth Fund Class S Inc GBP
Waverton Multi-Asset Growth Fund Class S Inc GBP Waverton Multi-Asset Growth Fund Class S Inc GBP
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Annual Return

-50%0%+50%

Risk level

110
-1.27%GBP 3.10
Waverton Multi-Asset Growth Fund Class P Acc GBP
Waverton Multi-Asset Growth Fund Class P Acc GBP Waverton Multi-Asset Growth Fund Class P Acc GBP
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Annual Return

-50%0%+50%

Risk level

110
-1.34%GBP 14.68
Waverton Multi-Asset Growth Fund Class A GBP
Waverton Multi-Asset Growth Fund Class A GBP Waverton Multi-Asset Growth Fund Class A GBP
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Annual Return

-50%0%+50%

Risk level

110
-1.36%GBP 13.75
Waverton Multi-Asset Growth Fund Class B GBP
Waverton Multi-Asset Growth Fund Class B GBP Waverton Multi-Asset Growth Fund Class B GBP
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Annual Return

-50%0%+50%

Risk level

110
-1.31%GBP 12.81