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    Wye Investment (IE0005080654.IR)

    135.00 Down 9.00(6.25%) Aug 26

    Profile as of Jul 30, 2015Get Profile for:
    Wye Investment
    Smith & Williamson Investment Management (Ireland)6 George’s Dock,International Financial Services Centre,
    Fund Overview 
    Category:GBP Aggressive Allocation
    Fund Family:Smith & Williamson Inv Mgt (Ireland) Ltd
    Net Assets:18.88M
    Year-to-Date Return:4.37%
    Morningstar Rating:4 stars
    Fund Inception Date:May 24, 2000
    Morningstar Style Box 
    GBP Aggressive Allocation
    [View Category Definition]
    View Top GBP Aggressive Allocation Funds
    About the Morningstar Style Box
    Management Information 
    David Ravenscroft
    Lead Manager since Jun 8, 2005
    Investment Information 
    Min Initial Investment:100,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:1,000
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    IE0005080654.IR can be purchased from 0 brokerages.

    Fund Summary 
    The objective is to achieve long term growth of capital through investment in stocks (which may include fixed interest stocks), shares, collective investment schemes and investment trust companies in the UK and overseas stock markets, and through investment in cash and money market instruments throughout the world.

    Fund Operations 
    Last Dividend (Jun 29, 2015) : 0.01
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Aug 11, 2015) : N/A
    Average for Category:N/A
    Fees & Expenses 
    ExpenseIE0005080654.IRCategory Avg
    Annual Report Expense Ratio (net):N/AN/A
    Prospectus Net Expense Ratio:N/AN/A
    Prospectus Gross Expense Ratio:N/AN/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:5.00%N/A
    Max Deferred Sales Load: N/AN/A
    3 Yr Expense Projection*:N/AN/A
    5 Yr Expense Projection*:N/AN/A
    10 Yr Expense Projection*:N/AN/A
    * Per $10,000 invested