Wise Funds is an independent business that’s part of The Oak Investment Partnership. We are an employee-owned company, established in 1992 and based in West Oxfordshire.

Wise Funds is an investment management business specialising in Multi-Asset with an excellent long-term track record.

We’re a small, friendly, dedicated team determined to do the best for our private and institutional investors every day.

We think and care deeply about what we do and believe in the business model we’re building. We take our responsibilities for our clients’ wealth very seriously. We are constantly looking for opportunities to generate attractive long-term returns without taking undue risks.

For our investment funds, we research a wide range of assets and invest in the best ones. It follows that our funds are the natural home for our own money, and the team members invest the bulk of their own savings in the Wise Funds. We make the same returns as other investors, share the same risks, and pay the same charges. We are, literally, in it together.

We are investing for the long term, and we evaluate new investments for our funds against a long-term horizon. Communication is very important to us. Our aim is for all our communications to be readable - clear, honest and relevant. We understand that different investors require different forms of communication, and hope that our website contains enough information to satisfy everyone. The contents are continually updated.

Our Approach

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Our People

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