TB Wise Multi-Asset Growth B Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.57%
  • 3 Year sharpe0.85
  • 3 Year alpha1.31
  • Distribution Typeaccumulation
  • BenchmarkCboe UK All Companies PR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.21%
  • IA SectorFlexible Investment
  • Manager GroupT Bailey
  • DomicileUnited Kingdom
  • ISINGB0034272533

Investment Strategy

The investment objective of the Fund is to provide capital growth over Rolling Periods of 5 years in excess of the Cboe UK All Companies Index and in line with or in excess of the Consumer Price Index, in each case after charges. The Fund may have direct or indirect exposure to multiple asset classes including equities, fixed interest securities (government or corporate bonds), and indirect exposure to alternative asset classes, such as infrastructure, clean energy, commodities, property and private equity.

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