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Tb Wise Multi-asset Income A Acc (0P00002ANQ)
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05/05 - Closed. Currency in GBP
- Morningstar Rating:
- Total Assets: 83.58M
Type:
Fund
Market:
United Kingdom
Issuer:
Wise Investments Limited (T.Bailey)
ISIN:
GB00B0LHXD36
Asset Class:
Other
TB Wise Income A Acc
2.57
-0.00
-0.12%
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0P00002ANQ Overview
On this page you'll find an in-depth profile of Tb Wise Multi-asset Income A Acc. Learn about the key management, total assets, investment strategy and contact information of 0P00002ANQ among other information.
Total Assets
83.58M
Expenses
Inception Date
Oct 03, 2005
Investment Strategy
The Fund aims (after deduction of charges) to provide an annual income in excess of 3%; and income and capital growth (after income distributions) at least in line with the Consumer Price Index (“CPI”), over Rolling Periods of 5 years. The Fund may have direct or indirect exposure to multiple asset classes. At any one time, between 40 – 85% of the Fund will be directly or indirectly exposed to equities. The balance of the Fund will be exposed, in any combination to one or more of alternative asset classes, such as infrastructure, clean energy, commodities, property and private equity; fixed interest securities; money market instruments; deposits; cash and near cash. Exposure to alternative asset classes will always be indirect. Indirect exposure will be obtained through investments in closed-ended collective investment funds and open-ended collective investment schemes, which may include those managed by the ACD and its associates (together ‘collective investment vehicles’).
Contact Information
Address
64 St. James's Street
Nottingham, NG1 6FJ
United Kingdom
Nottingham, NG1 6FJ
United Kingdom
Phone
+44 115 9888200
Fax
0115 988 8222
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Philip Matthews | Portfolio Manager | 2018 | Now |
| Biography | Philip joined the Wise Funds team in September 2018 as Co-portfolio manager, having known Tony for a decade in his role as a UK Equity manager both at Jupiter and Schroders. Philip began his fund management career at Jupiter in 1999, spending 13 years managing retail and institutional equity portfolios. His portfolios focussed on income generation and he has experience investing into UK companies across the market cap spectrum. In 2013 he joined Schroders, where he managed their UK Alpha Plus portfolio and UK Growth Investment Trust. | ||
| Vincent Ropers | Portfolio Manager | 2017 | Now |
| Biography | 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. Vincent began his career at Goldman Sachs as an analyst in the European Portfolio Strategy team conducting research on equity and bond markets and then moved to Fidelity International as a fund analyst in the Multi-Manager team. | ||
| Tony Yarrow | - | 2005 | 2008 |
| Biography | 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 TB Wise Multi-Asset Income and TB Wise Multi-Asset Growth funds as part of the Wise Funds subsidiary. The team's process begins with economic, market, fund and company analysis. Fund management for him is the process of putting ideas into action. | ||
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