LF Waverton Portfolio B Inc

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Fund Info

  • Yield History1.23%
  • 3 Year sharpe0.86
  • 3 Year alpha-0.62
  • Distribution Typeincome
  • BenchmarkFTSE APCIMS Stock Mkt Growth TR
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.88%
  • SectorFlexible Investment
  • Manager GroupLivingbridge
  • DomicileUnited Kingdom

Investment Strategy

The investment objective of the Sub-fund is to provide long term (in excess of 5 years) capital growth. The Sub-fund aims to achieve its objective by investing in a portfolio of global, including UK, equities and equity related securities (including ordinary and preference shares, global depositary receipts and American depositary receipts). The Sub-fund’s equity exposure (both direct and indirect) will be between 60% and 90%, typically 75%.

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