Waverton Multi Asset Income Fund

Select share classes

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

Waverton Multi-Asset Income Fund P Stg£

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£13.54

arrow-up£0.09 (+0.67%)

Fund Code

WVCIP

BQ1KPQ1

IE00BQ1KPQ19

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The investment objective of the Fund is to achieve capital growth and generate income through investment of up to 100 percent. of its assets in a diversified portfolio of equities, fixed and/or floating rate global government and corporate Debt Securities, Structured Products, deposits, cash, money market instruments and collective investment schemes which may themselves invest in the foregoing asset classes and commodities to the extent that these are permitted by the UCITS Regulations.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

W1M Investment Management Limited

Fund launch date

07 Oct 2014

Domicile

Ireland

UCITS

Yes

Lead manager

James Mee

Lead manager start date

07 Oct 2014

Lead fund manager biography

James joined the company in January 2013. He is Co-Head of Multi-Asset Strategies and lead manager of the Waverton Multi-Asset Income, Multi-Asset Growth and the Portfolio Fund. He is also responsible for managing the Waverton Multi- Asset Fund range, including Defensive, Cautious and Balanced funds, as well as managing segregated multi-asset mandates, and is part of the team responsible for our award winning MPS. James is a member of the Asset Allocation Committee and the Stock Selection Committee. He has been nominated 4 years in a row (2020- 2024) for the Investment Week Fund Manager of the Year Awards (Mixed Investment 20-60% Shares category), and won in 2022. He also won the 2022 Portfolio Adviser “Best Multi-Asset Fund - Balanced” award. James is a CFA charterholder.

Fund manager

Matthew Parkinson

Manager start date

01 Jan 2022

Fund manager biography

Matthew joined the company in August 2019. Matthew is a fund manager in the Multi-Asset team working on the Multi-Asset and Alternative Funds. He is a key member of the team managing our award-winning MPS. In addition, Matthew contributes to the firm-wide Asset Allocation Committee. Before this, Matthew worked at Janus Henderson Investors as a Multi-Asset Analyst. Matthew graduated from Loughborough University in 2015 with a degree in Psychology, holds the Investment Management Certificate, and is a CFA charterholder. In April 2021, he was chosen as a Citywire Top 30 Under 30.

Head office

16 Babmaes Street

London

United Kingdom

SW1Y 6AH

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