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Wye Investment (IE0005080654.IR)


Irish - Irish Delayed Price. Currency in GBp
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173.0000+1.00 (+0.58%)
As of 9:00PM IST. Market open.

Wye Investment

Smith & Williamson Investment Management (Ireland)6 George’s Dock,International Financial Services Centre,
Management Information
David Ravenscroft,Lead Manager since June 8, 2005
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryGBP Aggressive Allocation
Fund FamilySmith & Williamson Inv Mgt (Ireland) Ltd
Net Assets17.89M
YTD Return0.50%
Yield2.06%
Morningstar Rating★★★★
Inception DateMay 24, 2000

Fund Operations

Last Dividend0.02
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseIE0005080654.IRCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load5.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A