Skip to main content
  • Register
  • Help
  • Contact us
  • Log out of your HL account

WAY Fund Managers Elite Income Trust Class B - Accumulation (GBP)

Sell:132.31p Buy:132.31p Change: 0.13p (0.10%)
Prices as at 21 February 2020
Sell:132.31p
Buy:132.31p
Change: 0.13p (0.10%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 21 February 2020
Sell:132.31p
Buy:132.31p
Change: 0.13p (0.10%)
Prices as at 21 February 2020
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments, we believe the Wealth 50 is a good place to start. View funds on the Wealth 50 »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

21/02/15 to 21/02/16 21/02/16 to 21/02/17 21/02/17 to 21/02/18 21/02/18 to 21/02/19 21/02/19 to 21/02/20
Annual return -2.38% 12.88% 3.67% 1.51% 7.37%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

WAY Group is an independent and privately owned financial services group. The company was incorporated in 1996. Since inception, WAY has established itself as a leading designer of Inheritance Tax (IHT) planning solutions. Beyond this, they offer a range of actively managed funds; some aimed at forming the core of a portfolio, while others take more specialised, alternative approaches.

Information about the fund

Fund manager biography

manager photo
Manager Name: Duncan Carmichael-Jack
Manager start date: 1 November 2019
Manager located in:

Duncan Carmichael-Jack

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account