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| Merchant West Flexible Income Fund Fact Sheet MDD |
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Merchant West Flexible Income Fund Fact Sheet MDD
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The investment objective of this income producing fund is to provide investors with above average returns in the form of dividends and interest income.
The fund will meet its stated fund objective by investing in various interest and dividend yielding assets.
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| Fund Maximum Annual Fee * |
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0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Jan 2008 |
18 years ago |
| Fund Benchmark |
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| Alex Forbes Stefi Co |
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| Merchant West Flexible Income Fund Unit Prices |
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In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management
Deutshe Group s Db-Trackers sold local Itrix Etfs to Sygnia in a R350 million deal in 2017.
As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.73 |
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| Q2 of 2023 | 3.03 |
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| Q1 of 2023 | 1.37 |
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| Q4 of 2022 | 1.32 |
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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