LF Waverton Portfolio B Inc


Fund Info

  • Yield History1.10%
  • 3 Year sharpe1.12
  • 3 Year alpha-1.1
  • Distribution Typeincome
  • BenchmarkFTSE APCIMS Stock Mkt Growth TR
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.96%
  • SectorFlexible Investment
  • Manager GroupLivingbridge
  • DomicileUnited Kingdom

Investment Strategy

The investment objective of the Waverton Portfolio Fund is to provide long term capital growth. The strategy is to invest in a range of quality stocks and mutual funds on a global basis but with a bias towards the UK market. The Sub-fund may invest 100% of the Scheme Property in other collective investment schemes.