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Waverton UK (0P00008MLC.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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1,510.00+8.00 (+0.53%)
At close: 09:00PM BST

Waverton UK

16 Babmaes Street

+44 (0) 20 7484 7484
Management information
,Lead manager since 1 August 2018
Tineke joined Waverton in August 2018 to work on developing our UK Equity research capabilities. She was at Smith & Williamson for five years (2013-2018) managing the S&W UK Equity Income unit fund and a Global Multi Asset Growth fund. Prior to that she spent 15 years (1998-2013) at Newton Investment Management (a BNY Mellon subsidiary) where she managed the flagship Newton Higher Income Fund from April 2004 to December 2012 as well as 14 other UK equity mandates for charity, pension, fund-of-fund, sovereign wealth and retail investors. During that time she won a number of performance accolades. Tineke is a CFA Charterholder, CISI member and has an MBA from CASS Business School. Tineke grew up in The Netherlands where she completed a Bachelor's degree in Health Sciences.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyWaverton Investment Management Ltd
Net assets19.8M
YTD return4.58%
Yield1.75%
Morningstar rating★★
Inception date30 Mar 2007

Fund operations

Last dividend0.14
Last cap gainN/A
Holdings turnover132.32%
Average for categoryN/A

Fees and expenses

Expense0P00008MLC.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A