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 ?

As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.

Total assets under management (AUM) has breached the R3 trillion mark in 2022.

In 22003, asset manager Coronation listed on the JSE stock exchange.

Distributions Info (in cents)
See Also
Laurium Stable Fund
SIM Inflation Beater Fund
SIM Absolute Fund
Celtis Conservative FOF
Dynasty Wealth Preserver Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Wealth Associates
Asset Management
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.