Philip Matthews

Performance Statement Over the 12-month period, the IFSL Wise Multi-Asset Income Fund rose 27.2% (B Income shares). Over this […]

Performance Statement Over the 6-month period, the IFSL Wise Multi-Asset Income Fund rose 11.0% (B Income shares – total

Performance statement Over the six months of this report, to 31st August 2024, IFSL Wise Multi-Asset Income (the Fund)

Following a year of rapid interest rates increases, investors entered the period under review focussed on how much more

Market Background The six month period under review started against a backdrop of the early optimism at the start

The overriding issue impacting markets over the course of the year under review was the persistence of inflation and

Rising rates are ‘ushering in a new era’ for the debt market with ‘more attractive’ returns It is often