Quick Stats

Bid Price - Offer Price -
Mid Price GBX 189.18 Day Change GBX -0.55 (-0.29%)
Price Date 20 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 0.77 %
Total Expense Ratio 1.43 Fund Size 167,592,174.68
Launch Date 30/03/2007 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 50,000.00 Total Expense Ratio (%) 1.43
ISIN GB00B1RDGN32 Min TopUp (£) 0.00

Fund Objective

The investment objective of the Waverton Portfolio Fund is to provide long term capital growth. The strategy is to invest in a range of global equities, fixed income securities, alternative asset classes and mutual funds on a global basis but with a bias towards the UK market.

Fund Managers

Algernon Percy
Algernon joined the company in 2003 as a Private Client Portfolio Manager. He was promoted to Head of Private Clients before being appointed Managing Director in 2013. He is the Chairman of the Asset Allocation Committee and manages the Waverton Portfolio Fund. Prior to joining Waverton he worked for nine years in the Private Client department of Mercury Asset Management (later Merrill Lynch Investment Managers). Algernon graduated from Christ Church, Oxford, in 1990 with a degree in History and is an Associate of the Chartered Institute for Securities & Investment (CISI).
Alexandra Buchan
Alexandra joined the company in 2013 as a UK equity specialist. She manages portfolios for a wide range of clients with a particular emphasis on offshore assets. She is the manager of the Waverton UK Fund and co-manages the Waverton Portfolio Fund. Alexandra came to Waverton after completing an Investment Management graduate training scheme at Smith & Williamson. Alexandra graduated from the University of Durham with a degree in History and since then has passed the Investment Management Certificate, the CISI Masters in Wealth Management and CFA Level 1.