WAVERTON INVESTMENT MANAGEMENT

Waverton is an award-winning investment management house dedicated to creating high-quality investment solutions for Charities, Private Clients and Institutions.

Our focus is on generating attractive real returns for our clients over the long term, using an active, flexible approach through segregated portfolios or specialist funds. We attach huge importance to investing in what we believe to be the best ideas worldwide, be that in stocks, funds, fixed interest or alternative asset classes. All our decisions are based on rigorous in-house analysis and our research team conducts around 1,000 company meetings a year, both in the UK and overseas. Environmental, social and governance (ESG) principles are embedded throughout our investment process and we actively engage with company management, voting on our largest shareholdings to encourage positive change.

Our 140-strong team, headquartered in St James’s, London, focuses on delivering the best possible outcomes for our clients, coupled with the highest levels of client service.

FUNDS FROM WAVERTON INVESTMENT MANAGEMENT

Below are the charity-specific funds available through the CAF Investment Account. Read an overview of the funds and download factsheets, scheme prospectus and the annual report by signing up for Investment Explorer.

Funds available to charities only

The following funds have been specifically designed with the needs of charitable investors in mind. These funds are only available to charitable organisations and include Common Investment Funds (CIFs) and Charity Authorised Investment Funds (CAIFs).



Waverton

LF Waverton Charity Growth & Income Fund

The fund aims to deliver a total return (the combination of income and
capital growth) equal to the Consumer Price Index plus 3% per annum net
of fees over rolling six year periods.
The fund aims to deliver a total return (the...

ABOUT THE WAVERTON TEAM

  • James Pike

    James Pike

    Fund Manager
    James is Head of Charities and co-manager of the Waverton Charity Growth and Income Fund. He joined Waverton in 2008 from Barclays, holding positions managing portfolios and working within the Research Department constructing Global Sector Strategy. This involved liaising with analysts and economists, feeding ideas into stock, sector and asset allocation recommendations. Prior to this James worked at BZW Portfolio Management, managing UK and International private client portfolios. He originally began his career at Robert Fleming on their institutional fund management side after graduating in 1993 with a degree in Business Economics from Surrey University. He is a Fellow of the Chartered Institute of Securities & Investment (FCSI Dip.) and attended the 2011 Endowment Asset Management programme at the Judge Business School, Cambridge. James also sits on the management committee of the Charity Investors Group.
  • Ian Enslin

    Ian Enslin

    Lead Fund Manager
    Ian joined Waverton in April 2014 and is the lead fund manager for the Waverton Charity Growth and Income Fund. He is also responsible for managing segregated, multi-asset class mandates for charity clients. Ian joined from Newton Investment Management, where he managed similar strategies for charities and institutional investors for four years. Ian has also worked for Barings and Invesco in a variety of roles, but he focused primarily on fixed income investing and on managing private client portfolios. He started his investment career working on the Asian and emerging markets desk at Norwich Union. He graduated in Economic History from the University of Cape Town and has a postgraduate masters in History from the University of London. Ian is a Member of the Chartered Institute for Securities & Investment (CISI) and is a member of the investment committee of a large UK charity.

THE LATEST NEWS AND EVENTS FROM FUND MANAGERS

News from fund managers


Opinions and commentary on the market, brought to you by experts in the charity investment market.

Events for charity investors


Deepen your knowledge of investing and meet other like-minded charity professionals.

Investment knowledge centre


Investment news and views specifically selected for charities.

The CAF Investment Account is provided to you by CAF Financial Solutions Limited (CFSL) and is operated and supplied by Winterflood Business Services. Winterflood Business Services is a registered trading name of Winterflood Securities Limited, registered in England No. 02242204. Registered Office: The Atrium Building, Cannon Bridge House, 25 Dowgate Hill, London EC4R 2GA. Member of the London Stock Exchange and NEX Exchange. Authorised and regulated by the Financial Conduct Authority (FCA register number 141455).

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority under registration number 189450. Authorisation can be checked on the financial services register at www.fca.org.uk. CFSL Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. Registered under number 2771873. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369). Telephone calls may be monitored or recorded to comply with relevant legislation and for training purposes. Lines are open Monday to Friday 9am - 5pm (excluding English bank holidays).

Full legal information

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