Wealth Associates Income Fund MDD
Page Table of Content
Fund Objectives Fund Technicals NAV Prices
Dividends Management Asset Allocations
Fund Activities

The Fund Aims and Objectives


The Technical Details

Wealth Associates Income Fund
Fund Sector
SA – Multi Asset – Income
Launch Date
2024 years ago
Fund Benchmark
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee included.
Minimum Investments

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

NAV Prices

Wealth Associates Income Fund
May 24
R 1.04    R 0.01
   0.97%
High Avg. Low
R 1.05 R 1.04 R 1.03

The Dividends

Wealth Associates Income Fund
Total Distributions

The Management

Wealth Associates Income Fund

Asset Allocations

Wealth Associates Income Fund
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

Fund Activities

Wealth Associates Income Fund

Did You Know ?
Conglomate Old Mutual acquired asset manager Marriott in 2005.
The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.

See Also

Marriott Core Income Fund
Bci Income Plus Fund
Granate Multi Income Fund
Prescient Income Plus Fund
Wealth Associates Income Fund
©2012-2024 NGCSOFT

SA - MA - I
SA - E - G -
SA - E - LC -
G - MA - F -
SA - IB - VT -
G - E - G -
SA - MA - F -
R - MA - F -
SA - RE - G -
SA - MA - HE -

The Fund Aims and Objectives


The Technical Details

Wealth Associates Income Fund
Fund Sector
SA – Multi Asset – Income
Launch Date
2024 years ago
Fund Benchmark
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee included.
Minimum Investments

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

Asset Allocations

Wealth Associates Income Fund
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

The Management

Wealth Associates Income Fund

See Also

Southchester Optimum Income Fund
Rowan Capital Income FOF
Marriott High Income FOF
Bci Best Blend Flexible Income Fund
Sasfin Optimal Income Fund

NAV Prices

Wealth Associates Income Fund
May 24
R 1.04    R 0.01
   0.97%
High Avg. Low
R 1.05 R 1.04 R 1.03

The Dividends

Wealth Associates Income Fund
Total Distributions

Fund Activities

Wealth Associates Income Fund
Did You Know ?
Conglomate Old Mutual acquired asset manager Marriott in 2005.
The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
Foord Allan Gray Absa H4 BCI
©2012-2024 NGCSOFT