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
£12.37
£0.01 (+0.08%)
Fund Code
WVCIP
BQ1KPQ1
IE00BQ1KPQ19
Prices updated as at 17 Apr 2024
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 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | James Mee, Matthew Parkinson |
| 12.58 | |
| 11.5 | |
| Fund comparative index | CPI + 2.5% |
| Mixed Investment 20-60% Shares | |
| - | |
| 0.49 | |
| 0.17 | |
| 0.00 | |
| GBP Allocation 40-60% Equity | |
| No | |
| Fund provider | Waverton Investment Management Ltd |
| Share class launch date | 16 Oct 2014 |
| £331.28m | |
| - | |
| 3.30 | |
| - | |
| Quarterly |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
