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| Wealth Associates Cautious FOF Fact Sheet MDD |
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Wealth Associates Cautious FOF Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – Low Equity |
| Fund Maximum Annual Fee * |
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0.52%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Jun 2016 |
10 years ago |
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| Wealth Associates Cautious FOF Unit Prices |
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Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
DYN
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Wealth Associates |
| Asset Management |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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