High-end fund wraps (HEFW)

include all fund wraps with a minimum investment of $25,000 or higher. While there are some differences in the way that various programs in the high-end fund wraps category provide investment solutions to clients, we have determined that grouping together all fund wraps that target the higher value client offers a more meaningful perspective on where they compete in the managed assets continuum. Examples include Russell Sovereign and AGF Harmony.

Back to Glossary