Enwealth Capital
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Fund Fact Sheets

Fund fact sheets for the Enwealth Money Market Fund, Enwealth Dollar Money Market Fund, Enwealth Equity Fund, Enwealth Balanced Fund and Enwealth Fixed Income Fund.

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Fund fact sheets

Stay informedGet the latest fund updates, performance insights and key information.

2026

May 2026

  • Enwealth Money Market Fund Fact Sheet – May 2026
  • Enwealth Dollar Money Market Fund Fact Sheet – May 2026
  • Enwealth Equity Fund Fact Sheet – May 2026
  • Enwealth Balanced Fund Fact Sheet – May 2026
  • Enwealth Fixed Income Fund Fact Sheet – May 2026

2025

Dec 2025

  • Enwealth Money Market Fund Fact Sheet – Dec 2025
  • Enwealth Dollar Money Market Fund Fact Sheet – Dec 2025
  • Enwealth Equity Fund Fact Sheet – Dec 2025
  • Enwealth Balanced Fund Fact Sheet – Dec 2025
  • Enwealth Fixed Income Fund Fact Sheet – Dec 2025

Oct 2025

  • Enwealth Money Market Fund Fact Sheet – Oct 2025
  • Enwealth Dollar Money Market Fund Fact Sheet – Oct 2025
  • Enwealth Equity Fund Fact Sheet – Oct 2025
  • Enwealth Balanced Fund Fact Sheet – Oct 2025
  • Enwealth Fixed Income Fund Fact Sheet – Oct 2025

September 2025

  • Enwealth Money Market Fund Fact Sheet – September 2025
  • Enwealth Dollar Money Market Fund Fact Sheet – September 2025
  • Enwealth Equity Fund Fact Sheet – September 2025
  • Enwealth Balanced Fund Fact Sheet – September 2025
  • Enwealth Fixed Income Fund Fact Sheet – September 2025

May 2025

  • Enwealth Money Market Fund Fact Sheet – May 2025
  • Enwealth Dollar Money Market Fund Fact Sheet – May 2025
  • Enwealth Equity Fund Fact Sheet – May 2025
  • Enwealth Balanced Fund Fact Sheet – May 2025
  • Enwealth Fixed Income Fund Fact Sheet – May 2025

April 2025

  • Enwealth Money Market Fund Fact Sheet – April 2025
  • Enwealth Dollar Money Market Fund Fact Sheet – April 2025
  • Enwealth Equity Fund Fact Sheet – April 2025
  • Enwealth Balanced Fund Fact Sheet – April 2025

March 2025

  • Enwealth Money Market Fund Fact Sheet – March 2025
  • Enwealth Dollar Money Market Fund Fact Sheet – March 2025
  • Enwealth Equity Fund Fact Sheet – March 2025
  • Enwealth Balanced Fund Fact Sheet – March 2025

January 2025

  • Enwealth Money Market Fund Fact Sheet – January 2025
  • Enwealth Dollar Money Market Fund Fact Sheet – January 2025
  • Enwealth Equity Fund Fact Sheet – January 2025
  • Enwealth Balanced Fund Fact Sheet – January 2025

2024

December 2024

  • Enwealth Money Market Fund Fact Sheet – December 2024
  • Enwealth Dollar Money Market Fund Fact Sheet – December 2024
  • Enwealth Equity Fund Fact Sheet – December 2024
  • Enwealth Balanced Fund Fact Sheet – December 2024

October 2024

  • Enwealth Money Market Fund Fact Sheet – October 2024
  • Enwealth Dollar Money Market Fund Fact Sheet – October 2024
  • Enwealth Equity Fund Fact Sheet – October 2024
  • Enwealth Balanced Fund Fact Sheet – October 2024

September 2024

  • Enwealth Money Market Fund Fact Sheet – September 2024
  • Enwealth Dollar Money Market Fund Fact Sheet – September 2024
  • Enwealth Equity Fund Fact Sheet – September 2024
  • Enwealth Balanced Fund Fact Sheet – September 2024

August 2024

  • Enwealth Money Market Fund Fact Sheet – August 2024
  • Enwealth Dollar Money Market Fund Fact Sheet – August 2024
  • Enwealth Equity Fund Fact Sheet – August 2024
  • Enwealth Balanced Fund Fact Sheet – August 2024

April 2024

  • Enwealth Dollar Money Market Fund Fact Sheet – April 2024
  • Enwealth Money Market Fund Fact Sheet – April 2024

March 2024

  • Enwealth Money Market Fund Fact Sheet – March 2024

February 2024

  • Enwealth Money Market Fund Fact Sheet – February 2024

January 2024

  • Enwealth Capital Fund Fact Sheet – January 2024

2023

December 2023

  • Enwealth Capital Fund Fact Sheet – December 2023

August 2023

  • Money Market Fund Fact Sheet – August 2023

July 2023

  • Money Market Fund Fact Sheet – July 2023

June 2023

  • Money Market Fund Fact Sheet – June 2023

May 2023

  • Money Market Fund Fact Sheet – May 2023

March 2023

  • Money Market Fund Fact Sheet – March 2023

January 2023

  • Money Market Fund Fact Sheet – January 2023

Important information

Past performance should not be used as a guide to future investment performance. The price of units may fall as well as rise, and there are no guarantees on investment capital or return.

This information does not constitute investment advice, nor is it an offer or a solicitation of an offer to buy or sell any security. If you have any queries about investing, consult a financial advisor.