• Have a question?
    Open from 8am to 7pm Monday to Friday    Call customer services
    0345 54 32 600

Print

WS Waverton Portfolio B Inc

Price: 331.96p|Change: 0.03 (0.82%)

This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Information Document (KID/KIID)/Product Summary

Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style

Size

Share class size (mil)149 GBP (21/05/2026)
Fund size (mil)655 GBP (30/04/2026)
Morningstar style box TM
Fixed income style
Credit qualityLarge
Mid
Small
Value
Blend
Growth
Interest rate sensit

Top 10 holdings

Assets in top 10 holdings %29.55
Total number of equity holdings44
Total number of bond holdings7
Holdings 30/04/2026% of assets
Waverton Sterling Bond A GBP5.16
Waverton Global Strategic Bond A GBP3.79
Amazon.com Inc3.01
GE Vernova Inc2.74
Shell PLC2.68
Keyence Corp2.57
Canadian Pacific Kansas City Ltd2.51
Alphabet Inc Class A2.47
Taiwan Semiconductor Manufacturing Co Ltd ADR2.35
Waverton Asia Pacific A GBP2.27