TB Wise Multi-Asset Income B Inc

Fund
add to virtual portfolio
trade
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History5.44%
  • 3 Year sharpe-0.32
  • 3 Year alpha-12.23
  • Distribution Typeincome
  • 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
  • ISINGB00B0LJ0160

Investment Strategy

The investment objectives of TB Wise Multi-Asset Income are to provide a yield in excess of the Cboe UK All Companies Index with the potential to provide income growth and capital growth over the medium to long term 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. The fund will have exposure to multiple asset classes. The fund will invest in a diversified portfolio which may include collective investment schemes, equities including investment trusts, bonds, Government securities, money market instruments, deposits and cash.

Latest news

Currently there for this fund. Visit our news hub for other news .