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  • Fund Type: Open-End Fund
  • Objective: Global Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: Global

Diversified Wealth Management Balanced Fund

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Snapshot for Diversified Wealth Management Balanced Fund (DIVWLTH)

Year To Date: - 3-Month: - 3-Year: - 52-Week Range: -
1-Month: - 1-Year: - 5-Year: - Beta vs NZSE: -

Mutual Fund Chart for DIVWLTH

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  • DIVWLTH:NZ 1.12
  • 1M
  • 1Y
Interactive DIVWLTH Chart

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Fund Profile & Information for DIVWLTH

Diversified Wealth Management Balanced Fund is an open-end fund incorporated in New Zealand. The Fund aims to provide medium and long-term investors with both a competitive rate of return, while also aiming to protect Unitholders capital over the long term. The Fund will hold a broad array of investments including cash, fixed interest, property, equities and alternative assets.

Inception Date: 02-28-2003 Telephone: 64-9-366-7380
Managers: -
Web Site:

Fundamentals for DIVWLTH

Assets (M) (on 2014-05-30) 15.03
Fund Leveraged N
Minimum Investment 2,000.00
Minimum Subsequent Investment 200.00

Dividends for DIVWLTH

No dividends reported

Fees & Expenses for DIVWLTH

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 2.00
Redemption Fee 0.00
12b1 Fee -
Expense Ratio -

Top Fund Holdings for DIVWLTH

Holding Data Unavailable.

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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