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1.25
+0.01
+0.57%
00:00:00 - Closed. Currency in GBP
- Morningstar Rating:
- Total Assets: 55.67M
TB Wise Income B Inc
1.25
+0.01
+0.57%
- Overview
- Profile
- Historical Data
- Holdings
Ifsl Wise Multi-asset Income B Inc Overview
On this page you'll find an in-depth profile of Ifsl Wise Multi-asset Income B Inc. Learn about the key management, total assets, investment strategy and contact information of 0P00002ANR among other information.
Total Assets
55.67M
Expenses
Inception Date
Oct 03, 2005
Investment Strategy
The Fund aims (after deduction of charges) to provide an annual income in excess of 3%; and income and capital growth (after income distributions) at least in line with the Consumer Price Index (“CPI”), over Rolling Periods of 5 years. The Fund may have direct or indirect exposure to multiple asset classes. At any one time, between 40 – 85% of the Fund will be directly or indirectly exposed to equities. The balance of the Fund will be exposed, in any combination to one or more of alternative asset classes, such as infrastructure, clean energy, commodities, property and private equity; fixed interest securities; money market instruments; deposits; cash and near cash. Exposure to alternative asset classes will always be indirect. Indirect exposure will be obtained through investments in closed-ended collective investment funds and open-ended collective investment schemes, which may include those managed by the ACD and its associates (together ‘collective investment vehicles’).
Contact Information
Address
The Great Barn, Chalford Park Barns, Oxford Road, Chipping Norton
Oxon, OX7 5QR
United Kingdom
Oxon, OX7 5QR
United Kingdom
Phone
+44 01608 695 180
Web
wise-funds.co.uk
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Philip Matthews | Portfolio Manager | 2018 | Now |
| Biography | Philip joined the Wise Funds team in September 2018 as Co-portfolio manager. He started his career at Jupiter in 1999, during this period he has managed retail and institutional equity portfolios. His portfolios focused on income generation and he has experience investing into UK companies across the market cap spectrum. In 2013 he joined Schroders, where he managed their UK Alpha Plus portfolio and UK Growth Investment Trust. | ||
| Vincent Ropers | Portfolio Manager | 2017 | Now |
| Biography | Vincent joined the Wise Funds team as Co-Portfolio Manager in April 2017. He started his career in 2004 and brings experience in multi-asset research and portfolio management, previously at Goldman Sachs, Fidelity International, Ignis Asset Management which became Standard Life Investments. He is a graduate from ESCP Europe in Paris and holds the Investment Management Certificate. | ||
| Tony Yarrow | - | 2005 | 2008 |
| Biography | Tony commenced his career as a financial adviser in 1984, and began managing funds in 1988. He has been managing investment funds continuously since then. He founded Wise Investment, now Oak Investment Partnership, in 1992 to help people manage their investments and financial affairs. The company’s aim from the beginning has been to build relationships on understanding and trust, rather than selling products. Tony specialises in managing investment portfolios and is Co-Portfolio manager of the TB Wise Multi-Asset Income and TB Wise Multi-Asset Growth funds as part of the Wise Funds subsidiary. The team's process begins with economic, market, fund and company analysis. Fund management for him is the process of putting ideas into action. | ||
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