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Waverton Global Equity Inclusive - Class A - Income (GBP)

Sell:3,433.00p Buy:3,433.00p Change: 36.00p (1.06%)
Prices as at 23 July 2024
Sell:3,433.00p
Buy:3,433.00p
Change: 36.00p (1.06%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 23 July 2024
Sell:3,433.00p
Buy:3,433.00p
Change: 36.00p (1.06%)
Prices as at 23 July 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

23/07/19 to 23/07/20 23/07/20 to 23/07/21 23/07/21 to 23/07/22 23/07/22 to 23/07/23 23/07/23 to 23/07/24
Annual return 3.61% 20.38% 1.20% 7.07% 20.01%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Alena Isakova
Manager start date: 1 July 2019
Manager located in: London

Alena joined Waverton in 2016 as an Equity Analyst within the Waverton Global Fund team, transferring to the Asia-Pacific equities team at the start of 2017. During this time, she specialised in company research within developed Asia including Hong Kong, China, Singapore and Australasia. In February 2021, Alena became the Lead Manager of the Waverton Asia Pacific Fund. She is also Assistant Fund Manager of the Waverton Global Equity Fund. Prior to her role at Waverton, Alena worked at EY LLP as an Assistant Tax Advisor within their US-UK Private Client Tax team. Alena graduated from the University of Oxford in 2014 with a Master's degree in Molecular and Cellular Biochemistry, holds the Investment Management Certificate (IMC) and is a CFA Charterholder.

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Manager Name: Charles Jones
Manager start date: 1 July 2019
Manager located in: London

Charles joined Waverton in April 2014 as a Global Equity Analyst within the Waverton Global Fund team researching global equities in all sectors and regions, with other responsibilities including the creation of a stock research database and a stock analysis system. In December 2016, Charles transferred to the US equities team to research large and medium size US companies in all sectors and is a key participant in US stock selection for the company. In June 2019 Charles became co-manager of the Waverton Global Equity Fund. Before joining Waverton, Charles graduated from Durham University in 2013 with a 1st Class Master's degree in Aeronautical Engineering. He also holds the Investment Management Certificate (IMC) and is a CFA charterholder.

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Manager Name: Tommy Faber
Manager start date: 1 July 2019
Manager located in: London

Tommy joined Waverton in April 2014 as a UK equity analyst following a 6 month internship with the firm performing equity research for the UK Private Client stock list. Tommy met with and analysed UK companies across all sectors and also gained experience in portfolio construction and monitoring by assisting with the Waverton UK Fund. In July 2016, he moved to the US team as a sector generalist to research large and medium size US companies and is a key figure in US stock selection for Waverton. In June 2019 Tommy became co-manager of the Waverton Global Equity Fund. Prior to joining Waverton, Tommy graduated from Imperial College London in 2013 with a degree in Chemistry, holds the Investment Management Certificate (IMC) and is a CFA charterholder.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account