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Wilshire Income Opportunities Fund;Institutional

Ranked 98 out of 351 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 : 31/03/2016 - 31/03/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.6%
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 size391Mn
  • Base currencyUSD
  • ISIN US9718977641

Purchase Info

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

Charges

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