Manager
Wise Funds
Sector
Mixed Investment 40-85% Shares
Structure
OEIC
Part of
Domicile
United Kingdom
Currency
GBP
Launched
3 Oct 2005
Benchmark
UK CPI
| Top 25% |
| 3 years | +53.70% | +35.20% | +28.00% | Top 25% |
| 5 years | +58.90% | +31.20% | — | Top 25% |
| 3.80% |
| 6 | BlackRock Energy & Resources Inc Trust | 3.70% |
| 7 | TM Brickwood Global Value Fund | 3.70% |
| 8 | Schroder Global Equity | 3.60% |
| 9 | Aberforth Smaller Companies Trust | 3.60% |
| 10 | International Public Partnerships | 3.60% |
| 11 | Prusik Asian Equity Income | 3.60% |
| 12 | Twentyfour Income Fund | 3.20% |
| 13 | GCP Infrastructure Investments | 3.00% |
| 14 | Fidelity Special Values | 2.80% |
| 15 | The Renewable Energy Infrastructure Group | 2.80% |
| 16 | International Biotechnology Trust | 2.70% |
| 17 | Middlefield Canadian Enhanced Income ETF | 2.70% |
| 18 | Pacific North of South EM Equity Income Opps | 2.40% |
| 19 | Helical | 2.40% |
| 20 | Picton Property Income | 2.30% |
| 3.8% |
| Equities | 40.5% | |
| Alternatives | 26.4% | |
| Fixed Interest | 17.4% | |
| Property | 10.1% | |
| Cash & Income | 5.7% |
| £1k |
| W Acc (Institutional) | GB00BD386V42 | BD386V4 | Accumulation | No | 0.50% | 0.90% | £50.0m |
| W Inc (Institutional) | GB00BD386W58 | BD386W5 | Income | No | 0.50% | 0.90% | £50.0m |
| Read 20 Aug 2026 |
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