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| Merchant West Balanced Plus Fund Fact Sheet MDD |
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Merchant West Balanced Plus Fund Fact Sheet MDD
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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.
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.41%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Nov 2012 |
14 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Merchant West Balanced Plus Fund Unit Prices |
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A social responsible asset manager 3Laws failed to make impacting inroads and disolves around 2018, it was own by Sekunjalo Investments.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
DYN
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| Distributions Info (in cents) |
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| Q2 of 2023 | 2.45 |
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| Q4 of 2022 | 3.46 |
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| Q2 of 2022 | 2.72 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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