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Wilshire Income Opportunities Fund;Institutional

Ranked 59 out of 362 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 : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2%
2017 5.8% 1.6% 2.1% 1.3% 0.7%
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 size310Mn
  • 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).