WebGuarantee charge (% p.a.) Smoothed Managed Cautious Fund. 10. 1.00%. The guarantee charge is taken monthly as 1/12 of the annual charge by cancelling units. Please remember that these charges can be changed at any time. We offer a range of guarantee terms to help you tailor the guarantee to your client’s investment or retirement income strategy. WebView and download the latest Defaqto Smoothed Managed Funds Q&A Due Diligence report 2024. Speak to our Business Development Team, call 0800 032 8298 or email …
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Web5 apr. 2024 · 7.06%. Eurozone. 6.73%. Sector and region weightings are calculated using only long position holdings of the portfolio. The performance data shown in tables and … Web13 feb. 2024 · Welcome to the Document Library. Did you know we've made compiling document packs even easier. Simply click a document title to view it, or click 'More' to select multiple documents for email and download. Once you have all of the documents you need, you can email selected documents directly to your clients or batch download to your … close an account halifax
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WebAbsa Multi Managed Core Growth Fund (pdf) get_app. Absa Multi Managed Core Preserver Fund (pdf) get_app. Absa Select Equity (pdf) get_app. ... Fact sheets (FSCA approved) For funds approved in terms of South Africa’s Collective Investment Schemes Control Act 2002. Ampersand Global Equity - Class A (pdf) get_app. WebLV= Smoothed Pension. Our LV= Smoothed Managed Funds Pension Series 1 (Smoothed Pension) offers a range of multi-asset funds designed for steady growth with a smoother investment journey, reducing the stress and anxiety that can come with stock market investing. Specially designed to suit risk-sensitive clients, our smoothed pension funds … WebLV= FGB Balanced Fund objective This fund is designed to provide long term moderate growth together with a low to medium level of investment risk. The fund invests, either directly or indirectly, in a diversified portfolio of fixed interest securities, equities, property, cash and other related instruments. The fund aims to avoid sharp bodybuilding on a college budget