The Saruja Multi Asset Fund
Exclusively Designed for Reeves Clients, the Saruja Multi Asset Fund is a purpose-built investment solution designed to enhance the way your portfolio is managed. This fund offers broader diversification, greater investment flexibility, and lower costs over time.
Watch the video to learn more about what this means for your portfolio.
Please review and confirm
By submitting this form, you authorise Reeves to move you to the Saruja Multi-Asset Balanced Fund, keeping your agreed risk profile unchanged.
Why We’re Making This Change
At Reeves, we’re always looking for ways to improve your investment experience. The Saruja Multi Asset Fund has been created to provide:
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Lower Costs Over Time – By streamlining how your portfolio is managed, we expect this change to reduce your overall charges.
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Greater Diversification – The fund can invest in both funds and direct shares and bonds, giving you broader market exposure.
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More Investment Flexibility – Unlike standard portfolios, the Saruja Fund isn’t restricted by platform availability, allowing for better investment opportunities.
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Simplified Reporting – Your investments will be held more efficiently, making it easier to track performance.
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Reduced Admin - You'll have less admin needed to manage your portfolio.
Your investment strategy and risk profile will remain the same, but the way your portfolio is structured will be more efficient and effective.
The fund’s ongoing charges include a 0.10% per year payment from the ACD to Reeves for our governance/oversight role. This is not a commission for recommending the fund and does not change your agreed adviser fee. We manage the potential conflict through clear disclosure, independent operation and investment management, and regular oversight against relevant peers.
Learn More
For a deeper dive into the details of the Saruja Multi Asset Fund, we’ve put together some helpful resources:
Get a full breakdown of all charges and features with the Key Information Document.
Access your strategy, including objectives, performance, risk analysis, asset allocation.