Waverton Global Equity

Select share classes
There is only one type of share class for this fund.

Waverton Global Equity A GBP

Category Global Large-Cap Blend Equity
star-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£34.69

arrow-up£0.29 (+0.84%)

Fund Code

WVGEI

B1RMYD6

IE00B1RMYD64

Prices updated as at 02 May 2025
|
Prices in GBP
Investment objective
The investment objective of the Fund is to achieve capital growth through investment in a focused list of equities on a global basis. At least two thirds of the total assets of the Fund (without taking into account Ancillary Liquid Assets) shall be invested in ordinary shares (including ADRs, EDRs and GDRs) and preferred shares worldwide. The Fund may invest up to one third of its total assets (excluding Ancillary Liquid Assets) in Convertible Debt Securities (not exceeding 25 per cent. of the total assets of the Fund) and in fixed income securities, such as OECD government or supranational Debt Securities, corporate Debt Securities, bankers’ acceptances and commercial paper rated investment grade or better or deemed by the Investment Manager to have an equivalent rating.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
Waverton Investment Management Ltd
Fund launch date
30 Mar 2007
Domicile
Ireland
UCITS
Yes
Fund manager
George Williams
Manager start date
30 Aug 2024
Fund manager biography
In August 2024, George became the Lead Fund Manager of the Waverton Global Equity Fund having initially joined Waverton in August 2023 as a US analyst in our equities team. He was previously at Brightlight Capital as a Senior Analyst on their US long/short fund, prior to which he spent 6 years at Ruffer as an Equity Research Analyst. He started his career at Ernst & Young where he qualified as a Chartered Accountant and worked in both the audit and corporate finance divisions. George graduated from Bristol in 2011 with a first class master's degree in Mechanical Engineering and also holds the Investment Management Certificate (IMC).
Head office
16 Babmaes Street
London
United Kingdom
SW1Y 6AH
Got a question?
Get in touch
we're here to help:
+44 (0) 20 7484 7484
Mon-Fri 8am to 6pm


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.