Waverton Strategic Equity Fund

Select share classes
There is only one type of share class for this fund.

Waverton Strategic Equity Fund P GBP

Category Global Large-Cap Blend Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£21.63

arrow-up£0.18 (+0.84%)

Fund Code

WVEFP

BGQYPS0

IE00BGQYPS02

Prices updated as at 29 Apr 2024
|
Prices in GBP

Investment objective
The investment objective of the Fund is to achieve capital growth and income through investment of up to 100 percent. of its assets in international equities either by way of direct investment or through the use of collective investment schemes to provide exposure to the underlying asset class. Depending on market circumstances, the Fund may also invest directly in: (i) Structured Products which are listed, traded or dealt in on a Regulated Market to enhance upside potential or offer protection against market movements; and (ii)Debt Securities. The Fund’s investment strategy shall not be specific to any particular industry sector or geographic region and the Fund may invest up to 20% of its assets in securities of issuers established in Emerging Market Countries.

Annual charges

Product charges
0.47
0.16
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 16 Feb 2024pdf
Fund Provider FactSheet 31 Oct 2023pdf
Annual Reports 30 Apr 2023pdf
Annual Short Report 30 Apr 2023pdf
Interim Short Report 31 Oct 2022pdf
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.