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| Merchant West Global Managed Growth Fund Fact Sheet MDD |
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Merchant West Global Managed Growth Fund Fact Sheet MDD
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The primary objective of the fund is to provide income to investors and capital growth over the long term.
The fund will invest in global equity securities, interest - bearing securities , money market instruments and other forms of assets deemed by manager to help meet the objective of the fund.
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| Fund Sector |
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| Global – Multi Asset – Flexible |
| Fund Maximum Annual Fee * |
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1.32%-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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| Aug 2015 |
11 years ago |
| Fund Benchmark |
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| US Cpi + 3% |
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| Merchant West Global Managed Growth Fund Unit Prices |
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DYN
In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 45.12 |
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| Q4 of 2022 | 21.43 |
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| Q2 of 2022 | 25.65 |
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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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