The WAY-branded portfolio funds

Our Inheritor Plans offer access to a range of specially designed WAY-branded portfolio funds

These portfolio funds are specially designed to work with our trust-based IHT solutions.

The WAY-branded portfolio funds are managed by Brompton Asset Management LLP and are run under nil yield mandates. This means that the funds are actively managed in such a manner that no income is normally distributed. The absence of trust income within our income in possession trusts can produce administration benefits for the trustees.

 

WAY Global Cautious Portfolio Fund (Manager: Brompton Asset Management LLP) IA Sector: Mixed Investment 0-35% Shares

 Fund Factsheet

The objective of the fund is total investment return through conservative investment in a diversified portfolio of collective investment schemes, investment trusts, other listed securities, cash or near cash, deposits and money market instruments.

 

WAY Global Blue Managed Portfolio Trust (Manager: Brompton Asset Management LLP) IA Sector: Mixed Investment 20-60% Shares

Fund Factsheet

The objective of the fund is to provide long-term capital growth through management of an internationally-diversified portfolio of collective investment schemes. This will give exposure to cash, fixed interest securities, equities and equity-linked investments selected from various markets worldwide encompassing a variety of economic sectors.
 

WAY Global Red Active Portfolio Trust (Manager: Brompton Asset Management LLP) IA Sector: Flexible Investment

Fund Factsheet

The objective of the fund is to provide maximum capital growth from an actively-managed and diversified portfolio of collective investment schemes selected from markets worldwide.

Watch the video from Brompton Asset Management that describes their approach to managing multi-asset portfolio funds such as the WAY-branded funds. 


WAY MA Cautious Portfolio Fund (Manager: Brompton Asset Management LLP) IA Sector: Mixed Investment 20-60% Shares

Fund Factsheet

The Fund seeks to provide a worthwhile level of capital growth through investment in a diversified and therefore lower risk portfolio of collective investment schemes, investment trusts, other transferable securities, cash or near cash, deposits and money market instruments.
 

WAY MA Growth Portfolio Fund (Manager: Brompton Asset Management LLP) IA Sector: Mixed Investment 40-85% Shares (Prior to 24.10.2018 Flexible Investment Sector)

Fund Factsheet

The Fund seeks to provide a high level of capital growth through investment in a diversified portfolio of collective investment schemes, investment trusts, other transferable securities, cash or near cash, deposits and money market instruments.

 

If you are interested in more information about any of the WAY-branded portfolios or funds please contact us. You should also refer to the Prospectuses and other information documents in our Resource Library.

Please Remember: 
The price of shares and the income from them can go down as well as up as a result of changes in the value of the underlying investments and currency movements. An investor may not get back the amount originally invested. Past performance is not necessarily a guide to future returns.