TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Merchant West Flexible 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 investment objective of this income producing fund is to provide investors with above average returns in the form of dividends and interest income. The fund will meet its stated fund objective by investing in various interest and dividend yielding assets.

The Technical Details
	Merchant West Flexible Income Fund

Fund Sector

Launch Date
Jan 2008	16 years ago

Fund Benchmark
Alex Forbes Stefi Composite Index

Fund Maximum Annual Fee *
0.86%-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
Quarterly

Fund Risk Rating

1	2	3	4	5	Low Medium

NAV Prices Merchant West Flexible Income Fund

Jul 24 R 0.99 —    R 0.00 —    0%

High Avg. Low R 0.99 R 0.96 R 0.92

The Dividends Merchant West Flexible Income Fund

Total Distributions Quarterly

The Management Merchant West Flexible Income Fund

Asset Allocations

Fund Size	R 127 Mil.

Fund Activities Merchant West Flexible Income Fund

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

Did You Know ?
Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.
UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Merchant West Flexible Income Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Merchant West Flexible Income Fund D.Y.K ? Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.
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 investment objective of this income producing fund is to provide investors with above average returns in the form of dividends and interest income. The fund will meet its stated fund objective by investing in various interest and dividend yielding assets. The Technical Details Merchant West Flexible Income Fund Fund Sector Launch Date Jan 2008 16 years ago Fund Benchmark Alex Forbes Stefi Composite Index Fund Maximum Annual Fee * 0.86%-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 Quarterly Fund Risk Rating 1 2 3 4 5 Low Medium Asset Allocations Fund Size R 127 Mil. The Management Merchant West Flexible Income Fund See Also NAV Prices Merchant West Flexible Income Fund Jul 24 R 0.99 —    R 0.00 —    0% High Avg. Low R 0.99 R 0.96 R 0.92 The Dividends Merchant West Flexible Income Fund Total Distributions Quarterly Fund Activities Merchant West Flexible Income Fund Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added. Did You Know ? Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola. UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023. Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord. Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.	Jul 24 R 0.99 Jun R 0.99 May 24 R 0.97 Apr 24 R 0.97 Mar 24 R 0.96
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