Waverton Real Assets Fund

THE WAVERTON REAL ASSETS FUND (RAF) IS DESIGNED TO BE A CORE HOLDING WITHIN THE ALTERNATIVES ALLOCATION OF A MULTI-ASSET PORTFOLIO. THE FUND TARGETS A REAL RETURN IN EXCESS OF INFLATION OVER THE MEDIUM TO LONG TERM, WITH LOWER VOLATILITY THAN EQUITY MARKETS.

The fund seeks to provide diversification from traditional assets classes, access differentiated risk premia and generate a long term real return through a combination of both capital and income.

  • Global mandate focusing on five Real Asset classes, namely: Property, Infrastructure, Commodities, Asset Finance and Specialist Lending