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B1 Single-Asset- fund Class (Preferential fee class).

PMX B1 fee class, preferential fee class, zero‑fee fund, staff discounted fund, switching from B1 to A‑class, 0.35% fee.

The PMX B1 single asset class fee class is a zero fee fund class available to PortfolioMetrix staff and adviser staff. While employed, staff may invest in PMX single asset class B1 funds under mandate at no cost.

As part of the PMX Personal Investment Process, any staff member who leaves the business must switch their investment from the B1 class to an A class fund, which carries a 0.5% fee.

Please note that B1 single asset class funds are only available on selected platforms:

•    Allan Gray.

•    Ninety-One.

•    Glacier.