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Waverton Equity A GBP

Ranked 167 out of 308 in - Global Equities over 12 months
All calculations are in GBP

Managed by

Tomi Satchell

A director at JO Hambro Investment Management, Tomi Satchell joined the company in 2007 where he manages a broad range of private client portfolios. He runs equity and mixed asset strategies and uses ETFs within his equity strategy. His investment style focuses on growth with a top down approach. Tomi studied economic history at Durham University, and holds a Securities Industry Diploma.

Steven Iffland

John Bellamy

John Bellamy has over 15 years of experience with private clients, trusts and charities. He is currently a director at JOHIM where he runs equity and mixed asset strategies. John uses cash and a pragmatic approach in his investment. Prior to joining the JOHIM he was at Credit Suisse, and holds a Securities Industry Diploma.

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.

Performance

Global Equities over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 2.7% -1.0% 1.6% 2.1%
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 18.0% 10.2% -9.8% 9.4% 8.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2014

Top 10 Holdings

Stock Size
HSBC S&P 500 UCITS ETF 9.42
Odey Allegra Developed Markets STI 5.99
HSBC MSCI WORLD UCITS ETF 5.94
Nordea 1 - North American All Cap Fund BI USD 5.07
Martin Currie Japan Alpha H 4.96
Polar Capital Japan I Hedged GBP 4.90
Guinness Global Equity Income Z 4.89
FP Argonaut European Alpha GBP I Inc 4.87
Edinburgh Partners European Opportunities I GBP 4.82
Allianz UK Growth A Acc 4.71
30/06/2014

Registered For Sale In

  1. Switzerland
  2. United Kingdom

Fund Info

  • Launch date11/01/2010
  • Share Class size68Mn
  • Base currencyGBP
  • ISIN IE00B5BCBB77

Purchase Info

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

Charges

  • Annual management1.0%

Related News

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 GBP).