WS Waverton Portfolio Fund B Income

The WS Waverton Portfolio Fund focuses on achieving long-term capital growth by primarily investing around 75% of its assets in a diverse range of global company shares, including those from the UK. In addition to equities, the fund allocates the remaining portion of its portfolio to various investment types such as bonds issued by companies and governments, property and commodity investments handled indirectly, short-term money market instruments, structured products tied to market performance, specific individual assets like selected company shares, and holding some cash. This diversified approach helps the fund manage risk while seeking growth over a period longer than five years.