YouWealth fund updates
Important notes about YouWealth quarterly fund updates.
We have prepared this information in accordance with the Financial Markets Conduct Act 2013 (FMCA). This information is not audited and may be updated.
The FCMA requires these quarterly fund updates to contain fee information for the 12 month period ending 31 March each year and return information to the date that each fund update is prepared for.
Fund update for the period to 31 December 2018
|Income Fund PDF 838KB|
|Moderate Fund PDF 815KB|
|Balanced Fund PDF 810KB|
|Balanced Growth Fund PDF 817KB|
|Growth Fund PDF 816KB|
Fund update for the period to 30 September 2018
|Income Fund PDF 744KB|
|Moderate Fund PDF 741KB|
|Balanced Fund PDF 739KB|
|Balanced Growth Fund PDF 754KB|
|Growth Fund PDF 730KB|
Fund update for the period to 30 June 2018
|Income Fund PDF 746KB|
|Moderate Fund PDF 737KB|
|Balanced Fund PDF 746KB|
|Balanced Growth Fund PDF 742KB|
|Growth Fund PDF 751KB|