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IFSL Wise Multi-Asset Growth B Acc

Price: 480.27p|Change: 0.02 (0.36%)

This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Investor Information Document (KIID)

Management

Name of companyWise Funds Limited
Phone+44 01608 695 180
Websitewise-funds.co.uk/
AddressThe Great Barn, Chalford Park Barns, Oxford Road, Chipping Norton
-
Oxon OX7 5QR
United Kingdom

Fund

DomicileGBR
Legal structureOEIC
UCITSYes
Inception date01/04/2004

Managers

Fund managerVincent Ropers
Manager start date01/04/2017
BiographyVincent joined the Wise Funds team as Co-Portfolio Manager in April 2017.He started his career in 2004 and brings experience in multi-asset research and portfolio management, previously at Goldman Sachs, Fidelity International, Ignis Asset Management which became Standard Life Investments. He is a graduate from ESCP Europe in Paris and holds the Investment Management Certificate.
Fund managerPhilip Matthews
Manager start date01/09/2018
BiographyPhilip joined the Wise Funds team in September 2018 as Co-portfolio manager.He started his career at Jupiter in 1999, during this period he has managed retail and institutional equity portfolios. His portfolios focused on income generation and he has experience investing into UK companies across the market cap spectrum. In 2013 he joined Schroders, where he managed their UK Alpha Plus portfolio and UK Growth Investment Trust.

AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.

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