Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

29119

Waverton renames Cautious Income Fund

RELATED TOPICS​

Waverton Investment Management has changed the name of its Cautious Income Fund to the Waverton Multi-Asset Income Fund with immediate effect.

Importantly there is no change to the underlying investment strategy of the fund. Waverton says that this new name is more reflective of the Fund’s investment philosophy and style.
 
The fund has been managed by James Mee (pictured), and the team since launch in October 2014. It has approximately 60 holdings, currently invested in equities, a blend of direct and active and passive funds, alternatives, fixed income and cash.
 
Mee says: “We follow a top-down process, and the portfolio will continue to be constructed as such, taking a view principally on asset class, region, sector and currency. Its objectives remain maximising the risk-adjusted returns and paying a consistent and sustainable quarterly dividend. We expect it to remain in the Investment Association’s 20-60 peer group.”
 
Mark Barrington, Head of Intermediary Sales at Waverton, adds: “The Fund has provided its investors with top quartile performance since launch. James and the Multi-Asset Team maintain a close eye on costs by leveraging the expertise of Waverton’s direct equity and fixed income specialists.”
 
The OCF of the P Share Class of the Fund is currently 0.88 per cent.

Latest News

The trading and investment platform eToro has extended its proxy voting feature to all stocks..
C8 Technologies, the London-based fintech founded by former BlueCrest Capital Management partners Mattias Eriksson and..
DWS has announced the latest development in its strategic growth push in Alternative Credit with..

Related Articles

Pension funds
UK defined benefit (DB) pension plan sponsors could have access to GBP 1.2 trillion in surplus assets over the next decade, industry research reveals...
UK defined benefit (DB) pension plan sponsors could have access to GBP 1.2 trillion in surplus assets over the next..
Tim Crawmer, Payden & Rygel
Tim Crawmer and Frasat Shah of Payden & Rygel write that higher yields are attracting more demand from investors. Also, given that equities had a strong year last year, big funds have taken some chips off the table in equities and put them into fixed income...
Tim Crawmer and Frasat Shah of Payden & Rygel write that higher yields are attracting more demand from investors. Also,..
Lady justice
Top marks for the Pensions Regulator (TPR) whose efforts to improve resilience in the UK pension funds’ liability-driven investment (LDI) strategies received glowing commendations from the Bank of England in its March report...
Top marks for the Pensions Regulator (TPR) whose efforts to improve resilience in the UK pension funds’ liability-driven investment (LDI)..
Pension funds
Four potential operators of pensions dashboards (Just Group, Legal & General, Moneyhub and Standard Life, part of Phoenix Group) are coming together to instigate a new industry coalition...
Four potential operators of pensions dashboards (Just Group, Legal & General, Moneyhub and Standard Life, part of Phoenix Group) are..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by