|Bid Price||-||Offer Price||-|
|Mid Price||GBX 246.35||Day Change||GBX +0.72 (0.29%)|
|Price Date||25 Jul 2017||Crown Rating|
|Shares Class||Inc.||Yield||4.40 %|
|Total Expense Ratio||1.50||Fund Size||94,900,000.00|
|Launch Date||03/10/2005||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.79||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||1.50|
|ISIN||GB00B0LJ1M47||Min TopUp (£)||1,000.00|
One-stop shop for investors looking for an attractive level of income from a wide variety of assets. Aims to provide a starting income comparable to a good building society account and income and capital growth over time. Quarterly dividend distribution. Portfolio of 30 40 funds, investment trusts, shares and fixed income securities. Focus on high-quality assets in out-of- favour areas. Low portfolio turnover.
Tony established Wise Investment in 1992 to help private individuals manage their investments and financial affairs. He specialises in managing investment portfolios and runs our TB Wise Investment and TB Wise Income funds.Tony graduated from Cambridge in 1974. He has been a financial adviser since 1984 and fund manager since 1989. His qualifications include the Financial Planning Certificate and the Investment Management Certificate.