Waverton Multi-Asset Income Fund

The Waverton Multi Asset 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.

THE WAVERTON CAUTIOUS INCOME FUND WAS RENAMED THE WAVERTON MULTI-ASSET INCOME FUND AS OF 15 OCTOBER 2018.

  • 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