Wealth Associates Income Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
Dec 24
R 1.06 ⇓    R 0.-2
⇓    -1.85%
High Avg. Low
R 1.08 R 1.05 R 1.03
Fund Information
Fund Sector
SA – Multi Asset – Income
Fund Maximum Annual Fee *
0.48%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Oct 2020 5 years ago
Fund Benchmark
Sector Avg
Fund Risk Rating
1 2 3 4 5 Low
Fund Size
Wealth Associates Income Fund 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 ?

Asset manager Prime Collective Investment was founded by Shane Peters in 2005.

Conglomate Old Mutual acquired asset manager Marriott in 2005.

Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.

Distributions Info (in cents)
See Also
Select Fixed Income Fund
Merchant West Enhanced Income Fund
Marriott High Income FOF
Corion Income Fund
Momentum Income Plus Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.