Richard is joined by James Mee, lead fund manager of the Waverton Multi-Asset Income Fund to discuss the workings of the fund, the view for the UK post-Covid and potentially less inflationary pressure going into 2022.
1:13 – introduction: strategy/objectives/investment style of the fund
2:42 – assets + geographical locations, investing in equities
5:33 – top holdings: Autoliv, Coca-Cola, Diageo
7:39 – coping during the last year, new names to the portfolio, protecting capital
10:53 – position going forward, dealing with a volatile market and potentially high, but declining inflation going into 2022
13:51 – the view for the UK post-Covid
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