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Wilshire Income Opportunities Fund;Institutional

Ranked 95 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to maximize current income. Long-term capital appreciation is a secondary objective. Under normal market conditions, the Fund seeks to achieve its investment objectives by investing at least 80% of its total assets in a multi-sector portfolio of income producing securities of varying maturities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar over : 31/08/2016 - 31/08/2017
  • Rank 95/357 Total Return
  • Rank 112/357 Standard Deviation
  • Rank 99/357 Max Drawdown
Fund Name Currency Risk
110 First Western Fixed Income Fund;Institutional USD

2.3

110 Franklin Strategic Income Fund;A USD

2.3

112 Wilshire Income Opportunities Fund;Institutional USD

2.3

112 UBS (Lux) Strategy SICAV - Fixed Income (USD) P-a

Currency exposure is hedged

Currency exposure is hedged

USD

2.3

114 Toews Unconstrained Income Fund USD

2.3

114 UBS (Lux) Strategy Fd - Fixed Income (USD) P-acc

Currency exposure is hedged

Currency exposure is hedged

USD

2.3

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% 2.1%
2016 3.0% 1.9% -1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/03/2016
  • Share Class size316Mn
  • Base currencyUSD
  • ISIN US9718977641

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment100,000

Charges

  • Annual management0.60%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).