Waverton Multi Asset Income Fund

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

Waverton Multi-Asset Income Fund P Stg£

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£12.57

arrow-up£0.04 (+0.32%)

Fund Code

WVCIP

BQ1KPQ1

IE00BQ1KPQ19

Prices updated as at 08 May 2025
|
Prices in GBP
Investment objective
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.
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
07 Oct 2014
Domicile
Ireland
UCITS
Yes
Lead manager
James Mee
Lead manager start date
07 Oct 2014
Lead fund manager biography
James joined the company in January 2013. He is Co-Head of Multi-Asset Strategies at Waverton, and is lead manager of the Waverton Multi-Asset Income Fund, the Multi-Asset Growth Fund and the Portfolio Fund. He is also is co-manager of the Protection Strategy and a key member of the team managing the award winning Waverton MPS. He is a member of the Asset Allocation and Institutional Stock Selection Committees, and a trustee on the Waverton Pension Scheme. James is a CFA Charterholder, won the Portfolio Adviser "Best Multi-Asset Fund - Balanced" award, was nominated in the 2021 Fund Manager of the Year awards and is nominated again in 2022.
Fund manager
Matthew Parkinson
Manager start date
01 Jan 2022
Fund manager biography
Matthew is a member of the Multi-Asset team at Waverton and is the assistant fund manager on the Multi-Asset Income Fund, Real Assets Fund and Absolute Return Fund. He is a key team member responsible for managing the Multi-Asset Growth strategy and the Protection Strategy. In addition, Matthew contributes to the Asset Allocation Committee.
Head office
16 Babmaes Street
London
United Kingdom
SW1Y 6AH
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