Welcome to Wise Funds

Dedicated Multi-Asset Fund Managers

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About Wise Funds

We believe that successful investing comes with focus and an alignment of interest with our clients. This is why we only offer a small number of differentiated strategies designed to serve our clients’ investment needs. We invest in our funds alongside our clients, meaning that success for them is success for us.

We are of the view that clients deserve transparency, and we encourage direct dialogue with our investors. Our employee-owned structure allows us to take long-term decisions, which will be in the best interest of our clients.

Latest News

Nov13
Wise Multi-Asset Income – Rated by FundCalibre
Nov05
October 2024 – Macro and Markets Update
Oct03
September 2024 – Macro and Markets Update
Sep16
Interim Investment Review – August 2024
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Our Funds

At Wise funds, we like to keep things simple, with two funds, to suit different types of investors.

Wise Multi-Asset Income

For those who seek a high level of income and the prospect of some capital growth over a 5 year timeframe.

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Wise Multi-Asset Growth

For those who seek capital growth over a long time frame.
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Important notice:

Whilst the funds we act as investment manager for are available to retail investors via third party providers, please note that we do not have permissions from the FCA to deal directly with retail clients and the information provided on this website is for information purposes only.

If you are not an investment professional you may still wish to visit the website to find out information about Wise Funds and the funds we manage but we recommend that if you wish to obtain advice regarding the suitability of these funds for you, you should contact a financial adviser.

Applications to invest in any fund referred to on this website can only be made through a third party and must only be made on the basis of the offering documents relating to the specific investment.

Confirmation

I understand that this website is provided for information purposes only and does not constitute an invitation, offer or solicitation to engage in any investment activity including to buy or sell any investment. I understand that nothing contained in this website should be deemed to constitute the provision of financial, investment, tax or any other professional advice in any way.

I understand that I should refer to the fund prospectus and KIID before making any investment decisions.

I understand that the value of investments and the income from them can fluctuate (this may partly be the result of exchange rate fluctuations) and that I may not get back the full amount invested. I understand that past performance is not a reliable indicator of future results.

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