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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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Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
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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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