Wealth Associates Cautious FOF Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 1.29    R 0.-2
   -1.53%
High Avg. Low
R 1.31 R 1.25 R 1.21
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 9 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 ?

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

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

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

Distributions Info (in cents)
See Also
Nfb Defensive FOF
Stewart Absolute Return Blend FOF
Coronation Balanced Plus Fund
Sim Inflation Plus Fund
Weaver Stable FOF
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.