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| Wealth Associates Income Fund Fact Sheet MDD |
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Wealth Associates Income Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
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0.48%-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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| Oct 2020 |
6 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Wealth Associates Income Fund Unit Prices |
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In 2020, Cannon Asset Management, was bought by Seriti Capital Partners, after the transaction its s retail unit trusts dissappeared from retail.
Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.
Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.
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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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