Waverton Multi-Asset Growth Fund (€ Denominated) B EUR Accumulated header image

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
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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.

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Source

https://www.waverton.co.uk/fund-centre/document-library

Tags:
bonds msci world global equities

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OTHER SHARE CLASSES OF THIS FUND

Waverton Multi-Asset Growth Fund (€ Denominated) B EUR Income
Waverton Multi-Asset Growth Fund (€ Denominated) B EUR Income Waverton Multi-Asset Growth Fund (€ Denominated) B EUR Income
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Annual Return

-50%0%+50%

Risk level

110
-0.19%EUR 10.48