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 Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).

In 22003, asset manager Coronation listed on the JSE stock exchange.

Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.

Distributions Info (in cents)
See Also
Marriott Core Income Fund
Ninety One Diversified Income Fund
Sasfin Optimal Income Fund
Wealth Associates Income Fund
SIM Flexible Income Fund
Asset Allocation Analysis
Fund 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.