Wealth Associates Cautious FOF Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Low Equity
Fund Maximum Annual Fee *
0.52%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Jun 2016 10 years ago
Fund Benchmark
Cpi + 3%
Fund Risk Rating
1 2 3 4 5 Low Med
Fund Size
Wealth Associates Cautious FOF Unit Prices
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
Did You Know ?

In 2020, Asset Protection international (API) ceased operating retail unit trusts.

SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.

Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.

Distributions Info (in cents)
See Also
Allan Gray Stable Fund
S-Bro Defensive FOF
Analytics Cautious FOF
Old Mutual Capital Builder Fund
Lynx Cautious FOF
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Wealth Associates
Asset Management
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.