Waverton Multi-Asset Growth Fund (€ Denominated) B EUR Accumulated
Fund
ISIN IE000FBOZKQ8 / Valor null
NAV (2025-01-10)
EUR 12.44-0.16%
Waverton Multi-Asset Growth Fund (€ Denominated) B EUR Accumulated
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The Fund aims to achieve long-term growth on your investment by investing in shares of companies worldwide, bonds issued by governments or companies worldwide, structured products, and commodities through investment in other funds.
Fund Exposure
The Fund may invest up to 100% of its assets in shares of companies worldwide, bonds issued by governments or companies worldwide, structured products, and commodities through investment in other funds. It may also invest between 60% and 90% of its assets in shares of companies worldwide, up to 30% in structured products, and up to 40% in bonds issued by governments or companies worldwide.
Risks
The Fund may invest up to 20% of its assets in bonds that are rated below investment grade, and up to 30% of its assets in emerging market countries. Additionally, the Fund's approach to selecting investments combines a top-down analysis of macroeconomic developments with a bottom-up analysis of fundamentals, which may introduce additional risks.