· Monthly (on Web)
· Tax · Annual Investment Review · Quarterly by mail
Fees:
Management fees between 0.5% and 1.5%. Fund expenses capped at 0.1%.
You only pay for investment management and minimal Fund expenses.
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 very low turnover.