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Waverton Asia Pacific Fund M Stg£ (0P00013XC5.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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1,887.00-9.00 (-0.47%)
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Waverton Asia Pacific Fund M Stg£

16 Babmaes Street

Management information
William Hanbury,Lead manager since 1 April 2015
William joined Waverton in November 2013 . Prior to joining Waverton he was a director at Active Capital Management, which specialises in quantitative trading. He graduated with a Masters Degree in Economics from Edinburgh University in 2006 and has a broad experience of financial markets having worked in equity analysis, derivative structuring and trading.
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

CategoryAsia ex Japan Equity
Fund familyWaverton Investment Management Ltd
Net assetsN/A
YTD return4.24%
Yield1.50%
Morningstar ratingN/A1
Inception date1 Oct 2014

Fund operations

Last dividend0.08
Last cap gain0.00
Holdings turnover422.36%
Average for categoryN/A

Fees and expenses

Expense0P00013XC5.LCategory average
Annual report expense ratio (net)0.00%0.00%
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