How to Invest

Both of our multi-asset investment funds are available through a number of channels depending on what type of investor you are

Individual Investor

Both the Wise Multi-Asset Growth & Wise Multi Asset Income funds are available as an OEIC and are also suitable to be included in stocks and shares ISAs and SIPPs. You can invest directly with us through our administrator Investor Fund Services Limited (IFSL). 

There are multiple ways to buy and sell shares in the funds with application forms found on the IFSL website.

Investor Fund Services Limited

All deals will be placed at the next valuation point upon receipt.

If you have any problems, please call us directly on 01608 695 180. Lines open 9am to 5pm, Monday to Friday.

 

Buying and Selling

Phone:

For phone deals, the IFSL dealing number is 0808 164 5458. A member of dealing team will go through security with you, on the account in question, take the deal instruction and explain the next steps.

01608 695 180

Post:
We can also accept post deals to the address below:

Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP

Email:

Any email deals should be sent to dealing@ifslfunds.com from a company email address of either the registered holder or agent. These must state the account number plus the other deal details (fund, sale/repurchase, amount etc).

dealing@ifslfunds.com

Application forms

 

Non-ISA Investment

Click below to open a new account and make an initial investment in a non-ISA product.

Non-ISA

ISA Investment

Click below to open a new account and make an initial investment in an ISA.

ISA

JISA Investment

Click below to open a new account and make an initial investment in an JISA.

JISA

Further Info

To view all our other application forms, prospectus and key information documents

Click here

Professional Investor

Please contact our Business Development Manager – John Newton at Wise Funds in the first instance:

JN Headshot
John Newton

Oxford UK
01608 695 180
john.newton@wise-funds.co.uk

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Where are the funds available?

Our Funds are available on all third-party platforms, including:
  • abrdn
  • AJ Bell
  • Aegon
  • Aviva
  • Hargreaves Lansdown
  • Interactive Investor
  • Quilter
  • Transact

If you have any problems finding the funds on your chosen platform, please contact us directly on 01608 695 180.
Lines open 9am to 5pm, Monday to Friday.

 

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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