New quarterly report now available for the Waverton Portfolio Fund
Waverton is delighted to release an enhanced quarterly report for the Waverton Portfolio Fund
We are delighted to release an enhanced quarterly report for the Waverton Portfolio Fund. The report provides a comprehensive review of the fund including a full breakdown of the holdings and performance analysis. It provides a greater level of transparency and improves the level of reporting for investors in the Fund. Waverton is in the process of integrating a new client reporting system across all our portfolios with further developments being introduced over the remainder of the year.
Investors should be aware that past performance is no guarantee of future results and the value of the investment, and income from them, may fall as well as rise. You may not get back your initial investment and capital security is not guaranteed.
Waverton Portfolio Fund Quarterly Report