Merchant West Balanced Plus Fund Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Dec 24
R 1.84 ⇓    R 0.-5
⇓    -2.65%
High Avg. Low
R 1.89 R 1.62
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.41%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Nov 2012 13 years ago
Fund Benchmark
Fund Sector Average
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 327 Mil.


Merchant West Balanced Plus Fund Unit Prices
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
Did You Know ?

Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.

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.

Distributions Info (in cents)
Q2 of 2023 2.45
Q4 of 2022 3.46
Q2 of 2022 2.72
See Also
Anchor Diversified Growth Fund
Merchant West Balanced Plus Fund
Affinity Growth Fund
Fairtree Balanced Fund
Camissa Balanced Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.