Fund Prices
Our fund prices are updated daily by T.Bailey our external administrators. The performance graphs show the funds over the last 5 years, or since launch if shorter. Our three main funds, TB Wise Investment, TB Active Growth and TB Wise Income are all in the IMA Active Managed sector.
We chose this sector because it imposes the least restrictions on where we can invest, the only stipulation being that we have to have at least 10% of each fund in overseas shares.
The Active Managed sector average isn't particularly helpful in the case of TB Wise Income because the sector is full of out-and-out growth funds. TB Wise Income, being highly diversified, will tend to lag behind such funds in a roaring bull market; equally, if cautious, diversified approach should produce better returns in the difficult times. In other words, Wise Income will usually be near the top or bottom of the list over any given period.
| TB Wise Investment A |
£1.4028 |
as at 10th Sep 2010 |
view graph
|
| TB Wise Investment B |
£1.4641 |
as at 10th Sep 2010 |
view graph
|
| TB Wise Active Growth A |
£1.4342 |
as at 10th Sep 2010 |
view graph
|
| TB Wise Active Growth B |
£1.4958 |
as at 10th Sep 2010 |
view graph
|
| TB Wise Income A Acc |
£1.0325 |
as at 10th Sep 2010 |
view graph
|
| TB Wise Income A Inc |
£0.8079 |
as at 10th Sep 2010 |
view graph
|
| TB Wise Income B Acc |
£1.0662 |
as at 10th Sep 2010 |
view graph
|
| TB Wise Income B Inc |
£0.8309 |
as at 10th Sep 2010 |
view graph
|
| ScMu Wise Clients Fund |
£5.0070 |
as at 10th Sep 2010 |
view graph
|
| ScMu Ager Growth Life |
£1.9960 |
as at 10th Sep 2010 |
view graph
|
| ScMu Ager Financial Mngd Life |
£11.3620 |
as at 10th Sep 2010 |
view graph
|
| ScMu Ager Financial Safety Life |
£3.4050 |
as at 10th Sep 2010 |
view graph
|
| ScMu Wise Managed Pension |
£6.0430 |
as at 10th Sep 2010 |
view graph
|
| ScMu Ager Growth Pension |
£2.6410 |
as at 10th Sep 2010 |
view graph
|
| ScMu Ager Financial Pension |
£7.0240 |
as at 10th Sep 2010 |
view graph
|
Regulatory warning Past performance
is not necessarily a guide to future performance. The value of
investments and any income from them may fall as well as rise.
Your capital is not guaranteed so you may get back less than you
invested. Source of information: Lipper
