Description

The primary objective of the TB Wise Multi-Asset Income fund is to deliver a yield greater than that of the Cboe UK All Companies Index. Over the medium to long term, it also aims for potential income growth and capital appreciation, striving to match or outperform the UK's inflation rate, which the Bank of England currently defines by the Consumer Prices Index (CPI). It's important for investors to note that their capital is not guaranteed, and a positive return is never assured over any period. This fund invests across a broad spectrum of asset classes, forming a diversified portfolio that may incorporate collective investment schemes, company shares (including investment trusts), various bonds, government debt, short-term money market instruments, bank deposits, and cash.