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Loring Ward introduces new SA Funds fund-of-funds


Loring Ward has launched a new fund-of-funds within the SA Funds – Investment Trust.

Available under the SAWMX ticker symbol, the fund invests its assets in the shares of eight of the current SA Funds, allowing financial advisors to provide their clients with access to Loring Ward’s Asset Class Investing approach through a single holding.
The SA Worldwide Moderate Growth Fund’s asset allocation is approximately 75 per cent equity, 25 per cent fixed income.
“We believe that investors deserve an easy, convenient way to access broad global diversification in their portfolios.” says Loring Ward’s CEO Alex Potts. “This new fund-of-funds is a practical solution that fills an important need for many clients working with our network of advisors.”

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