Introducing The Wise Funds

We run four investment funds at Wise, two growth funds (TB Wise Investment and TB Wise Strategic) and two income funds (TB Wise Income and Evenlode Income). These funds are available both to our own clients and to external investors.

We are active, long-term, valuation-based investors. Our three fund managers have a total of over 50 years experience managing funds and none of our funds has ever had a change of manager. We ‘eat our own cooking’ – each fund manager invests a substantial proportion of their own savings alongside investors.

Latest Factsheets

TB Wise Investment Factsheet – February 2012

TB Wise Strategic Factsheet – February 2012

TB Wise Income Factsheet – February 2012

Evenlode Income Factsheet – February 2012

Important Information:

The TB Wise Investment funds are designed for investors seeking a core investment vehicle in UK and worldwide equities, and are subject to normal stock market fluctuations and other risks inherent in such investments.

Full details of the TB Wise Investment funds, including risk warnings, are published in the TB Wise Investment simplified prospectus.

Past performance is not a reliable indicator of future results.

This website has been produced for information only and represents the views of Wise Investment at the time of writing.  It should not be construed as investment advice.  No investment decisions should be made without first seeking advice.

Every effort is taken to ensure the accuracy of the data used in this website but no warranties are given.  All sources are Wise Investment unless otherwise stated.