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Waverton Real Assets Fund hits GBP100m in first seven months since launch

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Waverton Investment Management’s Real Assets Fund has attracted over GBP100 million in assets under management (AUM) since launch in November 2018.

The fund invests predominantly in businesses backed by physical or tangible assets, often with inflation linked cash flow streams. These cover five real asset classes, namely property, infrastructure, asset finance, commodities and specialist lending.
 
The Waverton Real Assets Fund targets CPI+4 per cent over the medium to long term with a lower volatility than equity markets. It is a daily dealing UCITS vehicle, domiciled in Ireland and managed by James Mee (pictured) and Luke Hyde-Smith.
 
Waverton’s Head of Managed Portfolio Service John Bellamy says: “We are thrilled to have reached this milestone in such a short space of time and have seen flows from a broad investor base. There has been significant appetite shown in particular by DFMs and retail advisers. They are making a deliberate and conscious choice to buy this fund for their clients.”
 
Examples of significant individual holdings include Atlas Global Infrastructure fund, GCP Student Living Plc, Greencoat UK Wind, Hipgnosis Songs Fund and Real Estate Credit Investors.
 
James Mee, co-fund manager of the Real Asset Fund, says: “Despite a range of market conditions since launch the fund is performing in-line with expectations, while displaying low correlation to both equity and bond markets. Key contributors to performance since inception have been property and infrastructure, and gold within commodities.”
 
Luke Hyde-Smith, co-fund manager of the Real Asset Fund said: “Investors are looking for what real assets offer: the potential for steady, predictable and growing income, potential gains and capital preservation in an uncertain global environment.”
  
In addition to the inflows for its Real Assets Fund, Waverton also announces that it has reached GBP6 billion in assets under management. The total headcount of the firm now stands at over
140.

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