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Waverton Equity A GBP

Ranked 281 out of 660 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

John Bellamy

John Bellamy has over 15 years of experience with private clients, trusts and charities. He is currently a director at Waverton where he runs equity and mixed asset strategies using a pragmatic approach to investing. Prior to joining Waverton, John worked at Credit Suisse, and holds the Securities Industry Diploma.

Luke Hyde-Smith

Steven Iffland

Objective

The investment objective of Waverton Equity Fund is to achieve capital growth and income through investment of up to 100% of its Net Asset Value 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.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 13.5% 6.0% 1.5% 0.7% 4.8%
2016 13.6% -2.5% 4.8% 7.9% 3.1%
2015 2.0% 8.6% -3.9% -9.6% 8.2%
2014 6.8% -1.0% 1.6% 1.9% 4.2%
2013 21.1% 12.4% 0.0% 2.8% 4.8%
2012 10.5% 7.1% -5.8% 6.3% 3.1%
2011 -8.0% 0.3% -0.5% -10.4% 2.9%
2010 -9.8% 9.4% 8.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland
  2. United Kingdom

Fund Info

  • Launch date11/01/2010
  • Share Class size29Mn
  • Base currencyGBP
  • ISIN IE00B5BCBB77

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0

Charges

  • Annual management1.00%

Related News

Waverton acquires funds boutique

Waverton has swooped on continental European and South East Asian equities specialist 2CG Senhouse.

Waverton exploits pension changes with Cautious Income fund

Waverton is to exploit pension liberation demand for yield by adapting its Waverton Cautious Model Portfolio strategy as a retail Oeic

Waverton hires executive trio in business drive

Waverton has bolstered its board with the hire of three senior former fund executives in a drive to build on alternative channels, alongside its core private client base.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).