Waverton Investment Management has expanded its range with the launch of a real assets fund.
The Waverton Real Assets fund will target a return of +4% above consumer price inflation (CPI) over the medium to long term. UCITS compliant, the fund will be run by portfolio managers James Mee and Luke Hyde-Smith, who joined from Brompton Asset Management in February 2017. It will look to offer investors uncorrelated returns to the equity and bond markets by investing in five broad real asset classes; property, infrastructure, asset finance, commodities and specialist lending. Sanlam FOUR expands range with real assets fund The fund will employ bottom-up research and analysis ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes