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How are the capped fees applied?

time 3yr ago
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By · 15 Apr 2021
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Tom Wilson
By ·
15 Apr 2021
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time 3yr ago

Question

Does the fee cap apply to each individual fund, or to the total of investment in all funds. Thanks - Submitted by Barry

Answer

The fee applies to the total investment across all of the InvestSMART capped fee portfolios.

Capped fees: Are they charged per model or per account? - Ask The Experts - InvestSMART

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