WS Waverton Portfolio B Inc
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style
Size
| Share class size (mil) | 143 GBP (02/04/2026) |
| Fund size (mil) | 607 GBP (31/03/2026) |
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 % | 28.97 |
| Total number of equity holdings | 44 |
| Total number of bond holdings | 6 |
| Holdings 31/03/2026 | % of assets |
|---|---|
| Waverton Sterling Bond A GBP | 5.25 |
| Waverton Global Strategic Bond A GBP | 3.82 |
| Shell PLC | 3.09 |
| Canadian Pacific Kansas City Ltd | 2.53 |
| Amazon.com Inc | 2.52 |
| Contemporary Amperex Technology Co Ltd Ordinary Shares - Class H | 2.50 |
| CME Group Inc Class A | 2.44 |
| GE Vernova Inc | 2.41 |
| Taiwan Semiconductor Manufacturing Co Ltd ADR | 2.22 |
| Keyence Corp | 2.18 |