The fund invests in the shares of global companies and aims to achieve investment growth over 3–5 years. It is invested in a small number of companies according to a value philosophy that looks for businesses with strong operating performance, financial discipline and a purchase price that does not require undue optimism about the future.
Data as at 30/09/2026. Source: Havelock London Ltd
| 1 month | YTD | 1 year | 3 years | 5 years | Since inception | |
|---|---|---|---|---|---|---|
| WS Havelock Global Select A Acc | -4.9% | +13.3% | +15.4% | +55.2% | +62.4% | +111.3% |
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|
| WS Havelock Global Select A Acc | +15.3% | +2.4% | +15.2% | +5.9% | +9.8% | +5.6% | +18.3% |
This performance information refers to the past. Past performance is not a reliable indicator of future results. This information is denominated in GBP: returns may increase or decrease as the result of currency fluctuations.
Monthly factsheets, quarterly newsletters and occasional thought pieces, straight to your inbox.
Each quarter Matthew writes to investors about the fund’s performance, the changes made to the portfolio and the thinking behind them. Recent letters are also available as audio recordings.
The fund is available on investment platforms.
Speak to your financial adviser, who can invest on your behalf and help decide whether the fund is suitable for you.
Apply directly through Waystone Management (UK) Limited using their application form. Dealing line: +44 (0)345 9220 044.
Havelock London is a signatory of the Principles for Responsible Investment. Read our responsible investment policy and stewardship code statement.
Please ensure you have read the important information. The value of investments in WS Havelock Global Select may fall as well as rise. Investors may not get back the amount they originally invested. Investments will also be affected by currency fluctuations if made from a currency other than the fund’s base currency. Past performance is not a reliable indicator of future results. Decisions to invest should be informed only by the fund’s KIID and prospectus, available in English from this website and from Waystone Management (UK) Limited.
This website is not intended for any person in the United States. None of Havelock London’s services or related funds is registered under the US Investment Company Act of 1940 or the US Securities Act of 1933.
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