TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Merchant West Enhanced Income Fund MDD Page Table of Content Fund Objectives Fund Technicals NAV Prices Dividends Management Asset Allocations Fund Activities

The Fund Aims and 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.

The Technical Details
	Merchant West Enhanced Income Fund

Fund Sector
SA – Multi Asset – Income

Launch Date
Jan 2012	12 years ago

Fund Benchmark
Alex Forbes Stefi Composite Index

Fund Maximum Annual Fee *
0.63%-N Y or N indicate if performance fee levied or not. Advisor fee excluded.

Minimum Investments
R10 000/R500 Lump Sum/Debit Order

Distribution Frequency
Monthly

Fund Risk Rating

1	2	3	4	5	Low

NAV Prices Merchant West Enhanced Income Fund

Jul 24 R 1.21 ⇑    R 0.01 ⇑    0.83%

High Avg. Low R 1.21 R 1.18 R 1.17

The Dividends Merchant West Enhanced Income Fund

Total Distributions Monthly

The Management Merchant West Enhanced Income Fund

Asset Allocations

Fund Size	R 441 Mil.

Fund Activities Merchant West Enhanced Income Fund

Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added.

Did You Know ?
SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.
In 22003, asset manager Coronation listed on the JSE stock exchange.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Merchant West Enhanced Income Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Merchant West Enhanced Income Fund D.Y.K ? SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
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 -	The Fund Aims and 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. The Technical Details Merchant West Enhanced Income Fund Fund Sector SA – Multi Asset – Income Launch Date Jan 2012 12 years ago Fund Benchmark Alex Forbes Stefi Composite Index Fund Maximum Annual Fee * 0.63%-N Y or N indicate if performance fee levied or not. Advisor fee included. Minimum Investments R10 000/R500 Lump Sum/Debit Order Distribution Frequency Monthly Fund Risk Rating 1 2 3 4 5 Low Asset Allocations Fund Size R 441 Mil. The Management Merchant West Enhanced Income Fund See Also Pmk Income FOF Argon Flexible Income Fund Bci Income Plus Fund Ninety One Diversified Income Fund Ninety One Absolute Balanced Fund NAV Prices Merchant West Enhanced Income Fund Jul 24 R 1.21 ⇑    R 0.01 ⇑    0.83% High Avg. Low R 1.21 R 1.18 R 1.17 The Dividends Merchant West Enhanced Income Fund Total Distributions Monthly Fund Activities Merchant West Enhanced Income Fund Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added. Did You Know ? SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix. Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM). In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments. In 22003, asset manager Coronation listed on the JSE stock exchange.	Jul 24 R 1.21 Jun R 1.20 May 24 R 1.17 Apr 24 R 1.17 Mar 24 R 1.17
H4 Nedgroup Momentum Allan Gray Oasis ©2012-2024 NGCSOFT