TB Wise Multi-Asset Growth B Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.86%
  • 3 Year sharpe0.39
  • 3 Year alpha-0.49
  • 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 TB Wise Multi-Asset Growth is to provide growth over the medium to long term in excess of the Cboe UK All Companies Index and in line with, or better than, the rate of UK inflation (based on the Bank of England’s preferred measure of UK inflation, which is currently the Consumer Prices Index (CPI)). Investors should note that their capital is at risk and that there is no guarantee that a positive return will be achieved over any time period.

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