WS Waverton Portfolio B Inc
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | Waverton Investment Management Ltd |
| Phone | +44 (0) 20 7484 7484 |
| Website | www.waverton.co.uk |
| Address | 16 Babmaes Street - London SW1Y 6AH United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | OEIC |
| UCITS | Yes |
| Inception date | 30/03/2007 |
Managers
| Fund manager | Algernon Percy |
| Manager start date | 30/03/2007 |
| Biography | Algernon sits on the Board as Managing Director. He is a member of the Multi-Asset team and also Portfolio Manager. Algernon looks after the Waverton Portfolio Fund and the Waverton Multi-Asset Growth Fund, as well as a number of direct client relationships. He is also a member of the Asset Allocation Committee. |
| Fund manager | James Mee |
| Manager start date | 12/03/2021 |
| Biography | James joined the company in January 2013. He is Co-Head of Multi-Asset Strategies at Waverton, and is lead manager of the Waverton Multi-Asset Income Fund, the Multi-Asset Growth Fund and the Portfolio Fund. He is also is co-manager of the Protection Strategy and a key member of the team managing the award winning Waverton MPS. He is a member of the Asset Allocation and Institutional Stock Selection Committees, and a trustee on the Waverton Pension Scheme. James is a CFA Charterholder, won the Portfolio Adviser "Best Multi-Asset Fund - Balanced" award, was nominated in the 2021 Fund Manager of the Year awards and is nominated again in 2022. |
| Fund manager | Matthew Parkinson |
| Manager start date | 12/03/2021 |
| Biography | Matthew is a member of the Multi-Asset team at Waverton and is the assistant fund manager on the Multi-Asset Income Fund, Real Assets Fund and Absolute Return Fund. He is a key team member responsible for managing the Multi-Asset Growth strategy and the Protection Strategy. In addition, Matthew contributes to the Asset Allocation Committee. |
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