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

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.

Distributions Info (in cents)
See Also
Select Manager Cautious Fof
Bovest Conservative FOF
Lynx Cautious FOF
Coronation Balanced Defensive Fund
Analytics Cautious FOF
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.