TB Wise Multi-Asset Growth B Acc
|AVI Global Trust Ord||6.49 %|
|Caledonia Investments Ord||6.17 %|
|Merian Gold & Silver U1 GBP Acc||4.85 %|
|BlackRock World Mining Trust plc||4.50 %|
|JOHCM UK Equity Income A GBP Acc||3.88 %|
|Aberdeen Standard Asia Focus Ord||3.78 %|
|TR European Growth Ord||3.77 %|
|AVI Japan Opportunity Ord||3.48 %|
|LF Ruffer Equity & General I Acc||3.18 %|
|Schroder Global Recovery Z Acc GBP||3.02 %|
|United Kingdom||25.16 %|
|Asia - Emerging||16.01 %|
|United States||8.65 %|
|Asia - Developed||7.57 %|
|Europe - ex Euro||5.97 %|
|Financial Services||14.82 %|
|Basic materials||14.12 %|
|Consumer Cyclical||12.66 %|
|Communication Services||8.39 %|
|Consumer Defensive||5.21 %|
Philip joined the Wise Funds team in September 2018 as Co-portfolio manager, having known Tony for a decade in his role as a UK Equity manager both at Jupiter and Schroders. Philip began his fund management career at Jupiter in 1999, spending 13 years managing retail and institutional equity portfolios. His portfolios focussed on income generation and he has experience investing into UK companies across the market cap spectrum. In 2013 he joined Schroders, where he managed their UK Alpha Plus portfolio and UK Growth Investment Trust.
Vincent joined the Wise Funds team in April 2017 as a Co-portfolio manager, bringing eleven years of portfolio management experience. In his previous role, Vincent was at Standard Life Investments where he managed a Tactical Asset Allocation mandate as part of the Multi Asset Investing team. He joined Standard Life Investments from Ignis Asset Management where he started as a fund manager in the Multi-Manager team before joining the Asset Allocation team at its creation. Vincent began his career at Goldman Sachs as an analyst in the European Portfolio Strategy team conducting research on equity and bond markets and then moved to Fidelity International as a fund analyst in the Multi-Manager team.
Tony commenced his career as a financial adviser in 1984, and began managing funds in 1988. He has been managing investment funds continuously since then. He founded Wise Investment, now Oak Investment Partnership, in 1992 to help people manage their investments and financial affairs. The company’s aim from the beginning has been to build relationships on understanding and trust, rather than selling products. Tony specialises in managing investment portfolios and is Co-Portfolio manager of the TB Wise Multi-Asset Income and TB Wise Multi-Asset Growth funds as part of the Wise Funds subsidiary. The team's process begins with economic, market, fund and company analysis. Fund management for him is the process of putting ideas into action.
Data provided by Morningstar.
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