Waverton Global Core Equity Fund

The Fund aims to achieve growth on your investment by investing in a diversified portfolio of companies worldwide which the investment manager believes create wealth at the company level through the efficient allocation of capital. It is intended that the Fund will hold 150-250 positions in companies worldwide, with the number varying from time to time.

The Global Core Equity Strategy is a diversified portfolio of approximately 200 companies that have all satisfied our disciplined fundamental selection criteria. The Fund aims to deliver long-term performance through investment in wealth creating companies with attractive equity valuations.