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Waverton Multi-Asset Bal P Stg£ Acc

Price: £13.22|Change: 0.07 (0.53%)

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)107 GBP (19/02/2026)
Fund size (mil)485 GBP (08/04/2026)

Top 10 holdings

Assets in top 10 holdings %24.04
Total number of equity holdings44
Total number of bond holdings50
Holdings 31/03/2026% of assets
United Kingdom of Great Britain and Northern Ireland 4.375%5.40
MontLake DUNN WMA Inst UCITS GBP InstBPI2.53
Shell PLC2.40
Contemporary Amperex Technology Co Ltd Ordinary Shares - Class H2.31
Taiwan Semiconductor Manufacturing Co Ltd ADR1.94
Amazon.com Inc1.92
Canadian Pacific Kansas City Ltd1.92
GE Vernova Inc1.91
Goldman Sachs Intl Zcp 20-02-361.87
Air Liquide SA1.85