MoneyAM Fund Centre

Quick Stats

Fund Objective

The investment objective of the Sub-fund is to provide long term (in excess of 5 years) capital growth, by investing in a portfolio of global, including UK, equities and equity related securities (including ordinary and preference shares, global depositary receipts and American depositary receipts). The Sub-fund's equity exposure (both direct and indirect) will be between 60% and 90%, typically 75%.

Fund Managers

Algernon Percy

Algernon joined the company in 2003 as a Private Client Portfolio Manager. He was promoted to Head of Private Clients before being appointed Managing Director in 2013. He is the Chairman of the Asset Allocation Committee and manages the Waverton Portfolio Fund. Prior to joining Waverton he worked for nine years in the Private Client department of Mercury Asset Management (later Merrill Lynch Investment Managers). Algernon graduated from Christ Church, Oxford, in 1990 with a degree in History and is an Associate of the Chartered Institute for Securities & Investment (CISI).

Alexandra Buchan

Alexandra joined the company in 2013 as a UK equity specialist. She manages portfolios for a wide range of clients with a particular emphasis on offshore assets. She is the co-manager of the Waverton Portfolio Fund and is a member of the International Client Committee. Alexandra came to Waverton after completing a graduate training scheme at Smith & Williamson. Alexandra graduated from the University of Durham with a degree in History and since then has passed the Investment Management Certificate, the CISI Masters in Wealth Management and CFA Level 1. In 2018 Alexandra was selected as one of PAM’s Top 40 under 40 which recognises, introduces and promotes rising stars of the private client wealth management world.