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


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

465.80p

arrow-up1.76p (+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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerVincent Ropers, Philip Matthews
466.9
417.93
Fund comparative indexCboe UK All Companies PR GBP
Flexible Investment
-
1.90
0.47
0.00
GBP Allocation 80%+ Equity
No
Fund providerWise Funds Limited
Share class launch date01 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.

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.