|
| Merchant West Enhanced Income Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Merchant West Enhanced Income Fund Fact Sheet MDD
|
|---|
|
The fund aims to provide investors with high level of income and low-moderatelevels of capital appreciation over a long term period.
The fund will meet its stated objective by investing in non-equity securities , fixed interest instruments , preference shares and listed shares.
|
|
| Fund Sector |
|---|
| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
|---|
0.63%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Monthly |
|
| Launch Date |
|---|
| Jan 2012 |
14 years ago |
| Fund Benchmark |
|---|
| Alex Forbes Stefi Co |
|
| Merchant West Enhanced Income Fund Unit Prices |
|---|
|
|
|
|
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
DYN
A social responsible asset manager 3Laws failed to make impacting inroads and disolves around 2018, it was own by Sekunjalo Investments.
|
|
| Distributions Info (in cents) |
|---|
| Q3 of 2023 | 2.21 |
|---|
| Q2 of 2023 | 2.37 |
|---|
| Q1 of 2023 | 2.31 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| SIM| Sanlam |
| Investment Management |
|
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|