Waverton IM launches 'platform-friendly' Multi-Asset Growth fund

Gives 'additional means' to access flagship growth strategy

clock • 2 min read

Waverton Investment Management has launched a Multi-Asset Growth fund managed by Algernon Percy, following demand from advisers for a "platform-friendly" version of the Waverton Portfolio fund.

The new fund will be available on more than 20 platforms. and will sit alongside the Waverton managed portfolio service and its multi-asset fund range. Percy has been named lead manager on the Multi-Asset Growth fund, while the broader multi-asset team will co-manage, investing in a diversified and largely directly-invested portfolio of global equities, bonds and alternative asset classes within a single OEIC structure. Waverton strengthens adviser distribution team Nick Tucker, CEO of Waverton Investment Management, said: "This new fund will provide an additional means to access o...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Multi-asset

Multi-asset teams' sentiment indicator: Interest picking up in small and mid-caps

Multi-asset teams' sentiment indicator: Interest picking up in small and mid-caps

Scopic Research monitors the sentiment of multi-asset teams towards different growth, defensive, and diversifying assets on a quarterly basis. The sentiments are based on a 12-month view. Investment Week has joined with Scopic to share the results on...

Paul Ilott
clock 04 June 2024 • 8 min read
Active allocation fails to outperform in more than 85% of multi-asset funds

Active allocation fails to outperform in more than 85% of multi-asset funds

Fundhouse research

Cristian Angeloni
clock 21 May 2024 • 2 min read
LGIM partners with advice firm Apollo IM to provide tailored model portfolios

LGIM partners with advice firm Apollo IM to provide tailored model portfolios

Apollo Investment Management

Isabel Baxter
clock 30 April 2024 • 2 min read
Trustpilot