TB Wise Multi-Asset Growth aims to provide growth over the medium to long term in excess of the BATS UK All Companies Index and in line with, or better than, the rate of inflation (based on the Consumer Prices Index (CPI) or such other preferred measure used by the Bank of England to track inflation).
The fund management team have an average of 20 years experience managing a Multi-Asset discipline with a proven track record of outperforming the sector.
The fund sits in the IA Flexible sector, which offers us unrestricted access to the full range of asset classes, sectors and geographies, and with no upper limit to the amount of cash we can hold when it seems prudent to do so.
TB Wise Multi-Asset Growth holds a diversified portfolio of collective investments, including unit trusts, OEICs, and investment trusts. Through these funds we can hold shares, fixed interest, commercial property and alternatives in any combination, anywhere in the world.
We look for value at all times and in all markets. This approach leads us away from fashionable and consensual markets and sectors, which makes our fund less correlated with our peers.
|Target Benchmark||Cboe UK All Companies|
|Comparator Benchmark (Sector)||IA Flexible Investment|
|Launch date||1 April 2004|
|Fund value||£58.5 million|
1. Past performance is not a guide to the future
Data as at 30th June 2019
How to invest
The Wise Funds are available through a number of channels depending on what type of investor you are