IFSL Wise Multi-Asset Growth

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

IFSL Wise Multi-Asset Growth B Acc

Category GBP Allocation 80%+ Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

605.03p

arrow-up2.93p (+0.49%)

Fund Code

TBWBI

3427253

GB0034272533

Prices updated as at 12 Dec 2025

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.

Company name

Wise Funds Limited

Fund launch date

01 Apr 2004

Domicile

United Kingdom

UCITS

Yes

Lead manager

Vincent Ropers

Lead manager start date

01 Apr 2017

Lead fund manager 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.

Lead manager

Philip Matthews

Lead manager start date

01 Sep 2018

Lead fund manager 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.

Head office

The Great Barn, Chalford Park Barns, Oxford Road, Chipping Norton

Oxon

United Kingdom

OX7 5QR

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Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

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