The following information was provided by Colin Austin of DecisionMakers who is a financial adviser and a long-standing Aegis user…
If you have any assets in your portfolio with a (W), it generally means it is a Wholesale fund, but could also be a Discounted Retail Fund – which I will explain shortly. (more…)
DM emailed VoV this question:
“Some of the investments in the Aegis portfolio have a “w” next to them which indicates they are a grouped investment with other investers, and I’m told that because of the wholesale nature they can’t be transfered out of Aegis to ones personal name. The example I have is a small investment in St Lawerence. Is this correct or can I insist they get transfered to my name personally?” (more…)
You are currently browsing the archives for the Aegis category.