Waverton Multi-Asset Income P GBP Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.44%
  • 3 Year sharpe0.98
  • 3 Year alpha1.89
  • Distribution Typeincome
  • BenchmarkCPI + 2.5%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.61%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupWaverton Funds
  • DomicileIreland

Investment Strategy

The investment objective of the Fund is to achieve capital growth and generate income through investment of up to 100 percent. of its assets in a diversified portfolio of equities, fixed and/or floating rate global government and corporate Debt Securities, Structured Products, deposits, cash, money market instruments and collective investment schemes which may themselves invest in the foregoing asset classes and commodities to the extent that these are permitted by the UCITS Regulations.

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