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Waverton Equity A GBP

Ranked 370 out of 621 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.

Steven Iffland

Tomi Satchell

A director at Waverton, 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.


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


Global over : 31/07/2016 - 31/07/2017
  • Rank 370/621 Total Return
  • Rank 324/621 Standard Deviation
  • Rank 475/621 Max Drawdown
Fund Name Currency Return
369 Comgest Growth World USD Acc GBP


370 Artemis Global Select Fund R Acc GBP


370 Waverton Equity A GBP GBP


372 GAM Star Composite Global Equity GBP Acc

Currency exposure is hedged

Currency exposure is hedged



Fund Name Currency Risk
324 Waverton Equity A GBP GBP


324 St James's Place Ethical L Acc GBP


324 Stryx World Growth USD GBP


Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.0% 1.5%
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

Asset Allocation



Top 10 Holdings

Stock Size
Hermes Asia ex Japan Equity F USD Acc 14.56
RAM (Lux) SF-European Equities Ip EUR 7.46
Schroder European Alpha Inc Z Inc 7.25
Prusik Asian Equity Income 2 X 7.02
MI Metropolis Valuefund S Acc 5.14
Lindsell Train - Japanese Equity A GBP Quoted 5.02
SIG Lyrical I USD 4.83
RWC Global Emerging Markets B GBP 4.56
CF Lindsell Train UK Equity Inc 4.00

Registered For Sale In

  1. Switzerland
  2. United Kingdom

Fund Info

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

Purchase Info

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


  • 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).