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WS Waverton Portfolio Class B - Income (GBP)

Sell:284.06p Buy:284.06p Change: 1.52p (0.54%)
Prices as at 20 December 2024
Sell:284.06p
Buy:284.06p
Change: 1.52p (0.54%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 20 December 2024
Sell:284.06p
Buy:284.06p
Change: 1.52p (0.54%)
Prices as at 20 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

20/12/19 to 20/12/20 20/12/20 to 20/12/21 20/12/21 to 20/12/22 20/12/22 to 20/12/23 20/12/23 to 20/12/24
Annual return 12.31% 13.82% -9.17% 13.04% 12.86%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: James Mee
Manager start date: 1 December 2021
Manager located in: London

James joined the company in September 2012 as an Assistant Portfolio Manager for the Managed Portfolio Service Team. He is now the lead manager of the Waverton Multi-Asset Income Fund, and co-manager of the Waverton Real Assets Fund and Waverton Absolute Return Fund. James is also co-manager of the Waverton Protection Strategy and is a member of the Asset Allocation Committee. James graduated from Bristol University in 2012 with a degree in Law and is a CFA Charterholder. In May 2016 he won the WealthBriefing European Rising Star Award.

Manager Name: Multi-Asset Team
Manager start date: 1 December 2021
Manager located in: London

TBC

manager photo
Manager Name: Algernon Percy
Manager start date: 3 March 2007
Manager located in: London

Algernon joined the company in 2003 as a Private Client Portfolio Manager. He was promoted to the Board of Waverton as Managing Director in 2013 and is currently an Executive Director (SMF 3). He manages the Waverton Portfolio Fund and is a member of the Asset Allocation Committee. Prior to joining Waverton he worked for nine years in the Private Client department of Mercury Asset Management (later Merrill Lynch Investment Managers). Algernon graduated from Christ Church, Oxford, in 1990 with a degree in History and is an Associate of the Chartered Institute for Securities & Investment (CISI).

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now