Wise Investments Ltd, Investment Management and Financial Planning.
TB Wise Strategic
Wise Strategic is a multi-asset growth fund managed by David Stephenson. The fund’s aim is to beat both inflation and the return available from deposit accounts over the medium-to-long term (3 years or more).
To achieve this objective David predominately invests in funds. He takes strategic positions in assets with exposure to markets that are both good value and potential beneficiaries of demographic and economic changes.