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
465.80p
1.76p (+0.38%)
Fund Code
TBWBI
3427253
GB0034272533
Prices updated as at 28 Mar 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Vincent Ropers, Philip Matthews |
466.9 | |
417.93 | |
Fund comparative index | Cboe UK All Companies PR GBP |
Flexible Investment | |
- | |
1.90 | |
0.47 | |
0.00 | |
GBP Allocation 80%+ Equity | |
No | |
Fund provider | Wise Funds Limited |
Share class launch date | 01 Apr 2004 |
£80.09m | |
- | |
1.20 | |
- | |
Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.