Waverton has expanded its multi-asset range with the launch of three funds, using defensive, cautious and balanced strategies.
These new funds will join Waverton's existing multi-asset growth and income funds that have around £1bn invested in them, and will be managed by James Mee and his team. The multi-asset funds trio will invest on a global, active and direct basis in a range of asset classes across fixed income, cash equities, and alternatives that will include specialist lending, property and commodities. Paris Jordan departs Waverton IM to lead Charles Stanley responsible investment research team The funds will have ‘real' inflation-plus investment objectives ranging from 2% above inflation to 3.5% ...
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