TB Wise Multi-Asset Income A Acc

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Name of CompanyT. Bailey Fund Services Limited
Phone+44 115 9888200
Address64 St. James's Street
 Nottingham   NG1 6FJ
 United Kingdom
Other Share Classes
TB Wise Multi-Asset Income A Inc
TB Wise Multi-Asset Income B Acc
TB Wise Multi-Asset Income B Inc
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
Inception Date03/10/2005
Fund Advisor(s)
Wise Funds Limited
Fund ManagerVincent Ropers
Manager Start Date01/04/2017
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.
Fund ManagerPhilip Matthews
Manager Start Date01/09/2018
Career Start Year1999
University of Cambridge, B.A.
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.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)