Multi-Asset Funds
Our Multi-Asset Funds provide a focused, flexible structure that distils our highest-conviction ideas, suited to investors seeking a straightforward multi-asset investment or multi-asset portfolio solution.
Active management across all portfolios
Fund range for a wide variety of risk profiles
Real return investment objectives (CPI+)
Exposure to alternatives and specialist hedging
Competitive total costs
Strategic downside protection
The Waverton Funds
The Multi-Asset team work closely with the respective asset class investment teams, designing, managing and structuring a range of investment solutions for clients, investors and other stakeholders.
Multi-Asset Defensive Fund
Multi-Asset Cautious Fund
Multi-Asset Balanced Fund
Multi-Asset Growth Fund
Multi-Asset Income Fund
Multi-Asset Funds vs Managed Portfolio Service:
Which Is Right for Your Client?
Multi-asset funds (MAFs) and our Managed Portfolio Service (MPS) are managed by the same investment team and follow the same investment philosophy, process and asset allocation approach, so long-term performance expectations are similar. A multi-asset fund is a single wrapped investment that can be simpler to administer, easier to blend with other solutions and suitable for clients who do not require a bespoke portfolio.
By contrast, MPS portfolios hold individual assets within the client's account, offering greater diversification, more detailed reporting and advance communication on portfolio changes that may have tax implications. While the structures differ, both solutions provide access to the same underlying investment expertise, helping advisers select the most appropriate option for each client's needs.
FAQs
W1M's multi-asset fund range spans five risk profiles — Defensive, Cautious, Balanced, Growth and Income — each targeting a CPI+ real return appropriate to that risk level. The funds are risk rated by Defaqto, Dynamic Planner, Oxford Risk, EV & Mabel Insights.
Yes. Full factsheets, prospectus, KIIDs, PRIIPs and annual reports for every multi-asset fund are available in our Fund Centre.
W1M's multi-asset investment strategy is managed in-house by our Investment team, who also manage our Managed Portfolio Service..
Yes. The W1M Multi-Asset Income Fund is designed for clients seeking a regular income alongside the potential for long-term capital growth.
Our Multi-Asset Funds are available on a wide range of third-party adviser platforms, as well as through W1M's custody service, providing flexibility for advisers to access the funds through their preferred investment platform.
A W1M works in partnership with financial advisers across the UK, providing investment management services including managed portfolios, bespoke portfolios, multi-asset funds and US-compliant portfolios, with dedicated Business Development Manager support in every region.
Yes. W1M provides discretionary investment managers UK-wide, including Scotland and Wales, supported by regional Business Development Managers who provide local a support to financial advisers wherever they are based.
