WRAP Funds Fact Sheets – Wealth Manager

2025

2025 March | Wealth Manager All Weather Hedge

1 file(s) 194.68 KB

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2025 March | Wealth Manager Cautious

1 file(s) 197.67 KB

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2025 March | Wealth Manager Income

1 file(s) 196.60 KB

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2025 March | Wealth Manager Global Moderate Aggressive

1 file(s) 189.39 KB

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2025 March | Wealth Manager Global Moderate Aggressive (RSA)

1 file(s) 189.59 KB

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2025 March | Wealth Manager International Moderate Aggressive Wrap

1 file(s) 189.61 KB

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2025 March | Wealth Manager International Moderate Aggressive Wrap (RSA)

1 file(s) 183.72 KB

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2025 February | Wealth Manager International Moderate Aggressive Wrap (RSA)

1 file(s) 183.72 KB

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2025 February | Wealth Manager International Moderate Aggressive Wrap

1 file(s) 183.85 KB

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2025 February | Wealth Manager All Weather Hedge

1 file(s) 192.81 KB

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2024

2024 October | Wealth Manager Global Moderate Aggressive

1 file(s) 187.97 KB

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2024 October | Wealth Manager Income

1 file(s) 194.75 KB

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2024 October | Wealth Manager Moderate Aggressive Non-Reg 28

1 file(s) 195.21 KB

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2024 October | Wealth Manager Moderate Aggressive

1 file(s) 195.99 KB

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2024 October | Wealth Manager Moderate Non-Reg 28

1 file(s) 192.54 KB

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2024 October | Wealth Manager Moderate

1 file(s) 195.66 KB

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2024 September | Wealth Manager International Moderate Aggressive Wrap (RSA)

1 file(s) 188.83 KB

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2024 September | Wealth Manager International Moderate Aggressive Wrap

1 file(s) 188.96 KB

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2024 September | Wealth Manager All Weather Hedge

1 file(s) 192.40 KB

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2024 September | Wealth Manager Accelerator

1 file(s) 193.45 KB

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2023

2023 October | Wealth Manager Accelerator

1 file(s) 192.75 KB

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2023 October | Wealth Manager Cautious

1 file(s) 194.53 KB

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2023 October | Wealth Manager Global Moderate Aggressive New USD

1 file(s) 186.28 KB

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2023 October | Wealth Manager Global Moderate Aggressive

1 file(s) 186.77 KB

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2023 October | Wealth Manager Income

1 file(s) 193.42 KB

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2023 October | Wealth Manager Moderate Aggressive Non-Reg 28

1 file(s) 194.04 KB

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2023 October | Wealth Manager Moderate Aggressive

1 file(s) 194.90 KB

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2023 October | Wealth Manager Moderate Non-Reg 28

1 file(s) 191.94 KB

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2023 October | Wealth Manager Moderate

1 file(s) 194.41 KB

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2023 September | Wealth Manager High Octane Hedge Wrap

1 file(s) 202.57 KB

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2022

2022 June | Wealth Manager All Weather Hedge

1 file(s) 189.52 KB

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2022 June | Wealth Manager Accelerator

1 file(s) 192.75 KB

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2022 June | Wealth Manager Cautious

1 file(s) 194.01 KB

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2022 June | Wealth Manager Global Moderate Aggressive USD

1 file(s) 182.63 KB

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2022 June | Wealth Manager Global Moderate Aggressive

1 file(s) 182.98 KB

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2022 June | Wealth Manager Income

1 file(s) 193.41 KB

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2022 June | Wealth Manager Moderate Aggressive Non-Reg 28

1 file(s) 193.21 KB

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2022 June | Wealth Manager Moderate Aggressive

1 file(s) 194.72 KB

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2022 June | Wealth Manager Moderate Non-Reg 28

1 file(s) 191.72 KB

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2022 June | Wealth Manager Moderate

1 file(s) 194.21 KB

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2021

2021 September | Wealth Manager Global Moderate Aggressive

1 file(s) 187.50 KB

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2021 September | Wealth Manager Income

1 file(s) 194.46 KB

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2021 September | Wealth Manager Moderate Aggressive Non-Reg 28

1 file(s) 193.73 KB

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2021 September | Wealth Manager Moderate Aggressive

1 file(s) 194.90 KB

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2021 September | Wealth Manager Moderate Non-Reg 28

1 file(s) 192.22 KB

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2021 September | Wealth Manager Moderate

1 file(s) 194.55 KB

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2021 August | Wealth Manager Accelerator

1 file(s) 193.47 KB

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2021 August | Wealth Manager Cautious

1 file(s) 194.33 KB

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2021 August | Wealth Manager Global Moderate Aggressive USD

1 file(s) 182.47 KB

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2021 August | Wealth Manager Global Moderate Aggressive

1 file(s) 182.76 KB

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2020

2020 July | Wealth Manager Global Moderate Aggressive

1 file(s) 100.16 KB

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2020 July | Wealth Manager Global Moderate Aggressive_USD

1 file(s) 99.26 KB

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2020 July | Wealth Manager Income

1 file(s) 106.76 KB

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2020 July | Wealth Manager Moderate Aggressive

1 file(s) 107.02 KB

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2020 July | Wealth Manager Moderate

1 file(s) 106.77 KB

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2020 May | Wealth Manager Accelerator

1 file(s) 106.39 KB

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2020 May | Wealth Manager Cautious

1 file(s) 107.17 KB

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2020 May | Wealth Manager Global Moderate Aggressive

1 file(s) 100.41 KB

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2020 May | Wealth Manager Global Moderate Aggressive_USD

1 file(s) 99.94 KB

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2020 May | Wealth Manager Income

1 file(s) 107.40 KB

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2019

2019 October | Wealth Manager CPI Plus 4

1 file(s) 372.81 KB

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2019 October | Wealth Manager CPI PLUS 6

1 file(s) 372.87 KB

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2019 October | Wealth Manager Global Moderate Aggressive – USD

1 file(s) 99.04 KB

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2019 October | Wealth Manager Global Moderate Aggressive

1 file(s) 98.77 KB

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2019 October | Wealth Manager Income

1 file(s) 106.18 KB

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2019 October | Wealth Manager Moderate Aggressive

1 file(s) 111.61 KB

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2019 October | Wealth Manager Moderate

1 file(s) 111.61 KB

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2019 October | Wealth Manager Retirement Income Portfolio

1 file(s) 373.45 KB

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2019 August | Wealth Manager Accelerator Flex

1 file(s) 368.67 KB

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2019 August | Wealth Manager Accelerator

1 file(s) 111.02 KB

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2018

2018 October | Wealth Manager CPI PLUS 6

1 file(s) 0.00 KB

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2018 October | Wealth Manager Global Moderate

1 file(s) 93.74 KB

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2018 October | Wealth Manager Global Moderate_USD

1 file(s) 94.13 KB

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2018 October | Wealth Manager Income

1 file(s) 110.85 KB

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2018 October | Wealth Manager Moderate Aggressive

1 file(s) 106.02 KB

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2018 October | Wealth Manager Moderate

1 file(s) 106.09 KB

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2018 October | Wealth Manager Retirement Income

1 file(s) 1.38 MB

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2018 September | Wealth Manager Accelerator Flexible

1 file(s) 1.28 MB

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2018 September | Wealth Manager Accelerator

1 file(s) 109.86 KB

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2018 September | Wealth Manager Cautious

1 file(s) 111.82 KB

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2017

2017 July | Wealth Manager Income Wrap

1 file(s) 109.34 KB

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2017 July | Wealth Manager Global Moderate Wrap

1 file(s) 103.81 KB

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2017 July | Wealth Manager Accelerator Wrap

1 file(s) 108.82 KB

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2017 July | Wealth Manager Moderately Aggressive Wrap

1 file(s) 110.74 KB

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2017 July | Wealth Manager Moderate Wrap

1 file(s) 110.18 KB

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2017 July | Wealth Manager Global Moderate USD Wrap

1 file(s) 104.14 KB

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2017 July | Wealth Manager Cautious Wrap

1 file(s) 110.15 KB

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2017 June | Wealth Manager Income Wrap

1 file(s) 103.92 KB

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2017 June | Wealth Manager Global Moderate Wrap

1 file(s) 94.03 KB

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2017 June | Wealth Manager Accelerator Wrap

1 file(s) 103.14 KB

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2016

2016 April | Wealth Manager Cautious Wrap

1 file(s) 155.97 KB

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2016 April | Wealth Manager Accelerator Wrap

1 file(s) 153.92 KB

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2016 March | Wealth Manager Moderately Aggressive Wrap

1 file(s) 156.14 KB

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2016 March | Wealth Manager Moderate Wrap

1 file(s) 155.08 KB

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2016 March | Wealth Manager Cautious Wrap

1 file(s) 155.54 KB

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2016 March | Wealth Manager Accelerator Wrap

1 file(s) 153.71 KB

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2015

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