Waverton Real Assets P GBP Dist

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Trading AccountISAJISASIPP

Fund Info

  • Yield History4.19%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkN/A
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.68%
  • IA Sector-
  • Manager GroupWaverton Funds
  • DomicileIreland
  • ISINIE00BF5KV170

Investment Strategy

"The investment objective of Waverton Real Assets Fund is to generate a positive real return through a combination of capital growth and income via investment of up to 100 per cent. of its assets in a diversified portfolio giving exposure to real assets. Real assets include, but are not limited to, real estate, infrastructure, commodities, asset financing, and specialist lending."

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