Available on web ·
Annual Investment Review ·
Quarterly by mail
Management fees between 0.5% and 1.5%. Administrative expenses
are deducted from the Fund.
You only pay for investment management and minimal Fund
With Beaujolais, you eliminate complicated product structures and
commission, sales, wrap and distribution fees, which are often found embedded
in mass-market investments.
Low Investment Turnover:
High turnover of investments is counter-productive to achieving
the best long-term returns. Excessive transaction costs (e.g., brokerage and
custodial fees) eat away at investment returns. Burgundy investments have