TB Wise Multi Asset Income was launched in 2005. The fund aims to deliver an attractive level of income (currently c5%) with long term capital growth. The fund has been managed by Tony Yarrow since launch. TB Wise Multi-Asset Income changed its name from TB Wise Income on 1st September 2017.
TB Wise Multi-Asset Growth was launched in 2004, and has been managed by Tony Yarrow since launch. The fund aims to deliver long term capital growth. TB Wise Multi-Asset Growth changed its name from TB Wise Investment on 1st September 2017.
Revisiting the investment case following the trading statement November 23rd 2017
PRINTER FRIENDLY VERSION
In this short video Tony discusses how Wise Funds was set up, and the psychology behind how the funds are run: https://www.asset.tv/player/as...
Blog 27th April 2016
TB Wise Income was affected by the profits warning from Carillion, which had been a 2.0% holding in the fund. The problems only affect the construction side of the business...
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