Wise Funds
See Also
Risk Warning
Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds. All funds show 5 discrete years performance unless the Fund inception date is less than 5 years. All Fund data is the latest available from FE Fundinfo.
Literature
Key Investor Information Documents
Prospectus
IFSL Wise Funds - Prospectus
Supplementary Information Document
Supplementary Information Document
Application Form User Guides
Withdrawal form user guide
Unit Trust OEIC to ISA transfer form user guide
Corporate Unit Trust/OEIC account application form user guide
Unit Trust/OEIC application form user guide
Junior ISA application form user guide
ISA application form user guide
Top-up & regular saver amendment user guide
Additional Permitted Subscription (APS) application form user guide
Trust account form user guide
ISA Switch/Conversion user guide
ISA transfer form user guide
Application Forms
Corporate Unit Trust/OEIC accounts form
Switch/Conversion form
Unit Trust OEIC to ISA transfer form
ISA transfer form
Top-up & regular saver amendment form
Junior ISA application form
ISA application form
Additional Permitted Subscription (APS) allowance transfer form
Unit Trust/OEIC application form
Withdrawal form
Trust account application form
Additional Permitted Subscription (APS) application form
Additional Permitted Subscription (APS) request to disclose form
Facilitated Advisor Charging Documents
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Fund Charges & Costs
IFSL Wise Funds
Tax Residency Self Certification