Wealth Associates Cautious FOF Fact Sheet MDD
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Fund Objectives

Monthly Prices
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 10 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 ?

UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.

The JSE allowed listings and trading of the Actively Managed ETF in 2023.

In 2020, Asset Protection international (API) ceased operating retail unit trusts.

Distributions Info (in cents)
See Also
SIM Inflation Beater Fund
Allan Gray Stable Fund
Bovest Conservative FOF
Ninety One Cautious Managed 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
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.