Wealth Associates Cautious FOF Fact Sheet MDD
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Fund Objectives

Monthly Prices
Mar 25
R 1.29    R 0.-2
   -1.53%
High Avg. Low
R 1.31 R 1.28 R 1.22
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 ?

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

With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.

DYN

Distributions Info (in cents)
See Also
Lynx Cautious FOF
Celtis Conservative FOF
Financial Fitness Stable FOF
Old Mutual Capital Builder Fund
Personal Trust Managed Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Wealth Associates
Asset Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.
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