Waverton European Capital Gr F GBP H Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.49%
  • 3 Year sharpe0.54
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkMSCI Europe Ex UK NR EUR
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.80%
  • IA SectorEurope Excluding UK
  • Manager GroupWaverton Funds
  • DomicileIreland

Investment Strategy

The investment objective of the Fund is to achieve long-term growth by investing in a diversified portfolio of European stocks. The Investment Manager will mainly invest on a long only basis in large and mid-capitalisation securities listed, traded or dealt on a Regulated Market, where it is believed the issuer is undervalued. The Fund’s investment strategy shall not be specific to any particular industry or economic sector. It is intended that the Fund will normally hold between 30-40 positions in issuers with any market capitalisation, with the number varying from time to time. The portfolio is constructed on a bottom-up basis, which focuses on the analysis of individual securities.

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