Waverton Multi-Asset Income Fund B Stg£

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Management
Name of CompanyWaverton Investment Management Ltd
Phone+44 (0) 20 7484 7484
Websitewww.waverton.co.uk
Address16 Babmaes Street
 London   SW1Y 6AH
 United Kingdom
Other Share Classes
Waverton Multi-Asset Income Fund A Stg£
Waverton Multi-Asset Income Fund P Stg£
DomicileIreland
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date07/10/2014
Fund Advisor(s)
Waverton Investment Management Ltd
Fund ManagerJames Mee
Manager Start Date07/10/2014
Education
Bristol University, B.A.
 
Biography
James joined the company in January 2013. He is Co-Head of Multi-Asset Strategies at Waverton, and is lead manager of the Waverton Multi-Asset Income Fund, the Multi-Asset Growth Fund and the Portfolio Fund. He is also is co-manager of the Protection Strategy and a key member of the team managing the award winning Waverton MPS. He is a member of the Asset Allocation and Institutional Stock Selection Committees, and a trustee on the Waverton Pension Scheme. James is a CFA Charterholder, won the Portfolio Adviser "Best Multi-Asset Fund - Balanced" award, was nominated in the 2021 Fund Manager of the Year awards and is nominated again in 2022.
Fund ManagerMatthew Parkinson
Manager Start Date01/01/2022
 
Biography
Matthew is a member of the Multi-Asset team at Waverton and is the assistant fund manager on the Multi-Asset Income Fund, Real Assets Fund and Absolute Return Fund. He is a key team member responsible for managing the Multi-Asset Growth strategy and the Protection Strategy. In addition, Matthew contributes to the Asset Allocation Committee.
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