IFSL Wise Multi-Asset Income

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IFSL Wise Multi-Asset Income B Acc

Category GBP Allocation 60-80% Equity

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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

332.88p

arrow-down-0.17p (-0.05%)

Fund Code

TBWIA

B0LJ1M4

GB00B0LJ1M47

Prices updated as at 27 Feb 2025
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Prices in GBX

Investment objective
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’).

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