Wholesale Funds

Wholesale Funds

“Thinking is one thing no one has ever been able to tax.”  – Charles F. Kettering

Everybody likes to save by buying wholesale and you can even do it with managed funds like wholesale share trusts which offer much lower ongoing management fees. The only challenge is that you need to have fairly large chunks of money to participate. Don’t despair if you are only a small investor – you can still access wholesale funds via master trusts and wrap accounts.

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