TB Wise Multi-Asset Income B Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History4.18%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkCboe UK All Companies PR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.88%
  • IA SectorFlexible Investment
  • Manager GroupT Bailey
  • DomicileUnited Kingdom
  • ISINGB00B0LJ1M47

Investment Strategy

The investment objective of the Fund is to provide an annual yield in excess of the Cboe UK All Companies Index with the potential to provide income and capital growth over Rolling Periods of 5 years 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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