Merchant West Enhanced Income Fund Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Fund Information
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
Fund Information
Launch Date
Jan 2012 14 years ago
Fund Benchmark
Alex Forbes Stefi Co
Fund Risk Rating
1 2 3 4 5 Low
Fund Size
R 441 Mil.


Merchant West Enhanced Income 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 ?

In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management

In 2023, Allan Gray Manco is celebrating its 50th birthday of existence , founded in 1973.

Piet Viljoen's RE:CM merged into Counterpoint in 2020.

Distributions Info (in cents)
Q3 of 2023 2.21
Q2 of 2023 2.37
Q1 of 2023 2.31
See Also
Bci Income Plus Fund
Pmk Income FOF
Ninety One Diversified Income Fund
Merchant West Enhanced Income Fund
Wealth Associates Income Fund
Asset Allocation Analysis
Fund Management
Management Company
SIM| Sanlam
Investment Management
Asset Manager
Mechant West
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.