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.
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Watch the video to learn more about what this means for your portfolio.
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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Your investment strategy and risk profile will remain the same, but the way your portfolio is structured will be more efficient and effective.
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.
What Do You Need to Do?
The good news is, you don’t need to take any action if you're happy with the changes. If we don’t hear from you within 30 days, your Portfolio will move to the Saruja Fund automatically.
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Rest assured, your investments will continue to align with your agreed strategy and risk profile, and there are no changes to how your money is managed.
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Have Questions or Concerns?
We understand that changes like this can raise questions, and we’re here to help. If you’d like to discuss the Saruja Fund or have any concerns, please don’t hesitate to reach out to us via client.services@reevesifa.com
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​The value of investments can rise and fall and you may not get back the full amount you invest.