IFSL Wise Multi-Asset Growth

Select share classes
There is only one type of share class for this fund.

IFSL Wise Multi-Asset Growth B Acc

Category GBP Allocation 80%+ Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

476.87p

arrow-up1.24p (+0.26%)

Fund Code

TBWBI

3427253

GB0034272533

Prices updated as at 26 Apr 2024
|
Prices in GBX
Investment objective
The investment objective of the Fund is to provide capital growth over Rolling Periods of 5 years in excess of the Cboe UK All Companies Index and in line with or in excess of the Consumer Price Index, in each case after charges. The Fund may have direct or indirect exposure to multiple asset classes including equities, fixed interest securities (government or corporate bonds), and indirect exposure to alternative asset classes, such as infrastructure, clean energy, commodities, property and private equity.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
1.90
0.47
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 31 Mar 2024pdf
Key Information Document / Technical Guide 26 Jan 2024pdf
Annual Reports 28 Feb 2023pdf
Annual Short Report 28 Feb 2023pdf
Interim Short Report 31 Jan 2022pdf
Please note that service charges will also apply. Read more about our fees.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.