Merchant West Balanced Plus Fund Fact Sheet MDD
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Fund Objectives
The investment objective of this unit trust fund is to provide investors with high long term total returns that will derived from utilisation of asset allocation in various asset classes to produce a very balanced unt trust fund that meet the goals of this fund.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.41%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Nov 2012 14 years ago
Fund Benchmark
Fund Sector Average
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 327 Mil.


Merchant West Balanced Plus Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

DYN

Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

Distributions Info (in cents)
Q2 of 2023 2.45
Q4 of 2022 3.46
Q2 of 2022 2.72
See Also
Pws Moderate FOF
Foord Balanced Fund
Brenthurst Balanced FOF
Simplisiti Managed Protector FOF
SIM Multi Managed Growth FOF
Asset Allocation Analysis
Fund Management
Management Company
SIM| Sanlam
Investment Management
Asset Manager
Mechant West
Investments
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.