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NEW RATING

New Rating - Waverton Multi-Asset Defensive, Cautious, Balanced, and Growth Funds

Posted @ 25/07/2025 12:25 Posted in Ratings Roundup

We are pleased to introduce the Waverton Multi-Asset range into the Academy of Funds, with Positive Prospect ratings for the Defensive, Cautious and Balanced funds, and an A rating for the longer-standing Multi-Asset Growth fund. Since introducing the Waverton Multi-Asset Income fund into the Academy in June 2023, our conviction in the ability of lead manager, James Mee, and his supporting team has grown. This relatively recently launched range of funds follows the same investment process as the Multi-Asset Income fund, but with each fund having an objective that targets differing levels of real returns over the long-term.

We believe the Waverton Multi-Asset range of funds is an attractive option for investors seeking a consistently applied and actively managed investment approach which spans a core range of investor risk profiles.

For more information:

Visit the Waverton Multi-Asset Defensive Fund page

Visit the Waverton Multi-Asset Cautious Fund page

Visit the Waverton Multi-Asset Balanced Fund page

Visit the Waverton Multi-Asset Growth Fund page

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Ratings Roundup

Front_RatingsRoundupDetail

NEW RATING

New Rating - Waverton Multi-Asset Defensive, Cautious, Balanced, and Growth Funds

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