Waverton Portfolio Fund
The investment objective of the Waverton Portfolio Fund is to provide long term capital growth. The strategy is to invest in a range of quality stocks and mutual funds on a global basis but with a bias towards the UK market. The fund may invest 100% of the underlying assets in other collective investment schemes.
The Fund will maintain a relatively concentrated list of 30-50 holdings of leading global companies and funds. The fund has a dynamic and pragmatic investment style with capital preservation a central theme of its approach to picking holdings and portfolio construction. This means that the fund will only invest in companies and funds which meet strict investment criteria.
The manager applies a bottom up stock driven approach to identifying attractive investment opportunities. The Fund's asset allocation is driven by stock specific opportunities rather than the primary benchmark with huge importance attached to investing in what we believe to be the best ideas worldwide.