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Wye Investment (IE0005080654.IR)

139.00 Up 2.00(1.46%) Nov 19

Profile as of Oct 30, 2014Get 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:17.70M
Year-to-Date Return:1.31%
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, 2014) : 0.02
Last Cap Gain : 0.00
Annual Holdings Turnover (Nov 18, 2014) : 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