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Waverton Investment Management launches Cautious Income Fund


Waverton Investment Management has launched the Cautious Income Fund, which is designed as a core holding for investors who require a regular level of income while maintaining, over the medium to longer term, the real value of their investment.

The fund is managed by John Bellamy.
Waverton has launched the fund in response to demand from advisers, clients and trustees for new income generating options. Trends show that changes in legislation and demographics mean there is an increased demand for alternative income generating options. Retirees, for example, have greater pension flexibility coupled with increased life expectancy and so require products which will not only generate an income but also seek to protect the value of capital and income over the medium to longer term against the effects of inflation.
Bellamy says: “The launch of the Cautious Income Fund is partly in response to recent changes in pension legislation. The new legislation provides retirees with greater flexibility and more options. In comparison annuities, whilst offering a secure income, do not provide this flexibility. We believe the fund will also be suitable for a number of other income seeking investors such as personal injury claimants and will trusts. There has therefore been a strong demand for an income based fund from financial advisers, which builds on the heritage of Waverton in managing individual portfolios.”

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