Risk Warnings

This website is a micro-site for Evenlode Income, a sub-fund of the TB Wise Investment Funds OEIC (‘TB Wise Funds’).



The investment manager of the TB Wise Funds is Wise Investments Ltd, authorised and regulated by the Financial Services authority, No. 230553. The Authorised Corporate Director of the TB Wise Funds is T Bailey Fund Managers Limited, authorised and regulated by the Financial Services authority, No. 190293.



Nothing contained on this website constitutes investment advice and it is important that you do not rely upon its content to make investment decisions. Every effort is taken to ensure the accuracy of the data used but no warranties are given. Any expressions of opinion are those of Wise Investments Ltd at the time of writing and are subject to change without notice. The only jurisdiction in which the TB Wise Funds are currently authorised is the United Kingdom. This site is directed at UK residents only.



Full details of the TB Wise Funds, including risk warnings, are published in the TB Wise Funds Simplified Prospectus which is available on request. The TB Wise Funds are subject to normal stock market fluctuations and other risks inherent in such investments. The value of your investment and the income derived from it can go down as well as up, and you may not get back the money you invested. Capital appreciation in the early years will be adversely affected by the impact of initial charges and you should therefore regard your investment as medium-to long term. As a concentrated portfolio of 20-30 investments Evenlode Income carries more risk than a fund spread over a large number of stocks. The fund has the ability to invest in derivatives for the purposes of Efficient Portfolio Management, which may restrict gains in a rising market. Investments in overseas equities may be affected by changes in exchange rates, which could cause the value of your investment to increase or diminish.