Waverton rolls out trio of multi-asset funds

Defensive, Cautious and Balanced options added

Nick Tucker
Nick Tucker


Waverton has expanded its multi-asset fund range with three new strategies. 

Defensive, Cautious and Balanced options add to the existing multi-asset Growth and Income funds that have around £1bn invested between them.

The funds are managed by James Mee and his team.

The range will invest on a global, active and direct basis in a range of asset classes across fixed income, equities, alternatives, encompassing specialist lending, property and commodities as well as cash. They have inflation-plus investment objectives ranging from CPI+2% to CPI+3.5%. 

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The firm said the funds will complement its managed portfolio service (MPS). They will be rated by Defaqto and Dynamic Planner from launch and sold into the IFA market, where Waverton currently works with over 700 firms directly and across 25 platforms.

The launches come as recent changes to capital gains tax legislation have made wrapped solutions, such as a multi-asset fund, a more attractive option for clients of any size, Waverton said.

Chief executive Nick Tucker commented: “The growth in the adviser solutions channel continues to be outstanding, with inflows last year averaging £100m a month and the business growing year-on-year since 2019.

“Capitalising on this momentum, the new multi-asset funds will complement Waverton’s existing offering by establishing a new proposition that caters to all types of investment risk appetites.”

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Head of adviser solutions at Waverton, John Bellamy, added: “This new range of multi-asset funds marks the next stage in the continued growth of our adviser solutions business.

“Our established network of relationships with hundreds of IFAs across the country has allowed us to identify the demand and focus our efforts on delivering an offering that performs as well as the MPS offering and meet the needs of IFA clients.”

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