Waverton Multi-Asset Income P GBP Inc
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 | 16/10/2014 |
Managers
| Fund manager | James Mee |
| Manager start date | 07/10/2014 |
| Biography | James joined the company in January 2013. He is Co-Head of Multi-Asset Strategies and lead manager of the Waverton Multi-Asset Income, Multi-Asset Growth and the Portfolio Fund. He is also responsible for managing the Waverton Multi- Asset Fund range, including Defensive, Cautious and Balanced funds, as well as managing segregated multi-asset mandates, and is part of the team responsible for our award winning MPS. James is a member of the Asset Allocation Committee and the Stock Selection Committee. He has been nominated 4 years in a row (2020- 2024) for the Investment Week Fund Manager of the Year Awards (Mixed Investment 20-60% Shares category), and won in 2022. He also won the 2022 Portfolio Adviser “Best Multi-Asset Fund - Balanced” award. James is a CFA charterholder. |
| Fund manager | Matthew Parkinson |
| Manager start date | 01/01/2022 |
| Biography | Matthew joined the company in August 2019. Matthew is a fund manager in the Multi-Asset team working on the Multi-Asset and Alternative Funds. He is a key member of the team managing our award-winning MPS. In addition, Matthew contributes to the firm-wide Asset Allocation Committee. Before this, Matthew worked at Janus Henderson Investors as a Multi-Asset Analyst. Matthew graduated from Loughborough University in 2015 with a degree in Psychology, holds the Investment Management Certificate, and is a CFA charterholder. In April 2021, he was chosen as a Citywire Top 30 Under 30. |
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