Waverton Real Assets P GBP Dist
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | W1M Investment Management Limited |
| Phone | +44 (0) 20 7484 7484 |
| Website | www.waverton.co.uk |
| Address | 16 Babmaes Street - London SW1Y 6AH United Kingdom |
Fund
| Domicile | IRL |
| Legal structure | OEIC |
| UCITS | Yes |
| Inception date | 30/11/2018 |
Managers
| Fund manager | Luke Hyde-Smith |
| Manager start date | 30/11/2018 |
| Biography | Luke joined the company in February 2017 as the Head of Third Party Fund Selection. Prior to working at Waverton he was at Brompton Asset Management where he built and developed their collective investment selection process and was a key team member who focussed on managing a range of multi-asset class strategies. He has extensive experience in sourcing new investment opportunities, formulating asset class views and carrying out research and manager due diligence. Luke has also worked as a fund analyst at New Star and previously at SG Private Bank. He has a BA Hons degree from Manchester University and is a CFA Charterholder. |
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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