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Wilshire Income Opportunities Fund;Institutional

Ranked 65 out of 91 in Multi-Sector Income over 12 months

All calculations are in USD unless stated

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.

sector performance

Multi-Sector Income
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Total Return

Month by Month Performance

Quarterly Performance

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

Returns Vs Risk

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

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/03/2016
  • Share Class size315Mn
  • Base currencyUSD
  • ISINUS9718977641

Purchase Info

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

Charges

  • Annual management0.60%