; TB Wise Multi-Asset Growth | Wise Funds
Fund attributes
  • 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.

Key Details
Sector IA Flexible Investment
Index Cboe All Companies
Launch date 1 April 2004
Fund value £48.2 million
Holdings 37
Valuation time 12pm

1. Past performance is not a guide to the future

Data as at 31st December 2018

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  • Tony Yarrow

    Tony Yarrow

    Co- Portfolio Manager

    Tony commenced his career as a financial adviser in 1984, and began managing funds in 1988. He has been managing investment funds continuously since then. He founded Wise Investment, now Oak Investment Partnership, in 1992 to help people manage their investments and financial affairs. The company’s aim from the beginning has been to build relationships on understanding and trust, rather than selling products. Tony specialises in managing investment portfolios and is Co-Portfolio manager of the...

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  • Vincent Ropers

    Vincent Ropers

    Co-Portfolio Manager

    Vincent joined the Wise Funds team in April 2017 as a Co-portfolio manager, bringing eleven years of portfolio management experience. In his previous role, Vincent was at Standard Life Investments where he managed a Tactical Asset Allocation mandate as part of the Multi Asset Investing team. He joined Standard Life Investments from Ignis Asset Management where he started as a fund manager in the Multi-Manager team before joining the Asset Allocation team at its creation...

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