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.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filledstar-filled
5 - year
Morningstar return	High
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filledstar-filledstar-filledstar-filled
10 - year
Morningstar return	High
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filledstar-filledstar-filledstar-filled
Overall
Morningstar return	High
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filledstar-filledstar-filledstar-filled

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Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.