Waverton Cautious Income Fund

The Waverton Cautious Income Fund is designed as a core holding for investors who require a regular level of income whilst at the same time maintaining, over the medium to longer term, the real value of their investment.

  • Global, multi asset structure of equities, government & corporate bonds and alternative assets

  • Mainly invested through collective investment schemes but also use of direct holdings and structured notes

  • High degree of flexibility around the benchmark allowing it to move between asset classes and investment approaches to maintain the yield and the growth potential