Wealthworks Managed FOF Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
0.98%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Sep 2015 11 years ago
Fund Benchmark
Sector Avg
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size


Wealthworks Managed 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 ?

Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.

DYN

Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).

Distributions Info (in cents)
See Also
Momentum Target 7 FOF
Instit Managed Fund
M&G Balanced Fund
Sentio Balanced Fund
Old Mutual Balanced Fund
Asset Allocation Analysis
Fund Management
Management Company
Prime Investments
Asset Manager
Wealthworks
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.