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 ?

Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.

In 2023, Allan Gray Manco is celebrating its 50th birthday of existence , founded in 1973.

Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.

Distributions Info (in cents)
See Also
Select Manager Cautious Fof
Autus Cautious Fund
Coronation Balanced Defensive Fund
Analytics Cautious FOF
Prescient Defensive Fund
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.