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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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With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
Olympiad Investment Managers was founded by Anton van Niekerk .
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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