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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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Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
DYN
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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