MoneyAM Fund Centre

Quick Stats

Fund Objective

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.*yield being the amount of income that is paid out every year by an investment, expressed as a percentage of the value of the investment.

Fund Managers

Philip Matthews

Philip joined the Wise Funds team in September 2018 as Co-portfolio manager, having known Tony for a decade in his role as a UK Equity manager both at Jupiter and Schroders. Philip began his fund management career at Jupiter in 1999, spending 13 years managing retail and institutional equity portfolios. His portfolios focussed 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.

Vincent Ropers

Vincent joined the Wise Funds team as Co-Portfolio Manager in April 2017. He brings eleven years of multi-asset research and portfolio management experience, previously at Goldman Sachs, Fidelity International, Ignis Asset Management and, more recently, Standard Life Investments. He is a graduate from ESCP Europe in Paris and holds the Investment Management Certificate. Vincent also co-manages the TB Wise Multi-Asset Income fund.

Tony Yarrow

Tony, a Cambridge graduate, founded Wise Investment in 1992 to provide investment advice and fund management to private clients. He started managing funds in 1988 and ran the successful Wise Investment Clients’ Fund from inception in 1992 until the fund was subsumed by TB Wise Investment at its launch in 2004. Tony currently manages TB Wise Multi-Asset Growth and TB Wise Multi-Asset Income.