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Waverton Multi-Asset Cautious Class B - Income (GBP)

Sell:1,199.00p Buy:1,199.00p Change: 2.00p (0.17%)
Prices as at 3 December 2025
Sell:1,199.00p
Buy:1,199.00p
Change: 2.00p (0.17%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 3 December 2025
Sell:1,199.00p
Buy:1,199.00p
Change: 2.00p (0.17%)
Prices as at 3 December 2025
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
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.

Asset Allocation

X-ray asset allocation
Key % Net Assets
International Equities 46.68%
Mutual Funds 17.63%
Other 8.88%
International Bonds 8.40%
UK Equities 6.06%
4.60%
Investment Trust 2.59%
ETF 2.04%
Property 1.82%
UK Corporate Bonds 1.01%
Alternative Trading Strategies 0.25%
Cash and Equiv. 0.03%

Top 10 holdings

Stock name % Weight Country Sector
1 BNP PARIBAS 0% 26.9.25 RC/BSKT 3.90% 001 Non-Classified
2 USA 1.125% 23-15.01.33/INFL 3.34% USA Bonds
3 1 1/8 Treasury 2039 3.23% GBR Bonds
4 HITACHI 1.93% JPN General Industrials
5 INDUSTRIA DE DISENO TEXTIL SA 1.75% ESP Retailers
6 AMAZON.COM 1.72% USA Retailers
7 SHELL 1.60% GBR Non-Renewable Energy
8 CANADIAN PACIFIC RAILWAY COMPANY 1.56% CAN Industrial Transportation
9 GE AEROSPACE 1.47% USA Aerospace & Defence
10 QUALCOMM INCORPORATED 1.45% USA Technology Hardware & Equipment

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You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now