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Waverton renames Cautious Income Fund


Waverton Investment Management has changed the name of its Cautious Income Fund to the Waverton Multi-Asset Income Fund with immediate effect.

Importantly there is no change to the underlying investment strategy of the fund. Waverton says that this new name is more reflective of the Fund’s investment philosophy and style.
The fund has been managed by James Mee (pictured), and the team since launch in October 2014. It has approximately 60 holdings, currently invested in equities, a blend of direct and active and passive funds, alternatives, fixed income and cash.
Mee says: “We follow a top-down process, and the portfolio will continue to be constructed as such, taking a view principally on asset class, region, sector and currency. Its objectives remain maximising the risk-adjusted returns and paying a consistent and sustainable quarterly dividend. We expect it to remain in the Investment Association’s 20-60 peer group.”
Mark Barrington, Head of Intermediary Sales at Waverton, adds: “The Fund has provided its investors with top quartile performance since launch. James and the Multi-Asset Team maintain a close eye on costs by leveraging the expertise of Waverton’s direct equity and fixed income specialists.”
The OCF of the P Share Class of the Fund is currently 0.88 per cent.

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