|
| Merchant West Balanced Plus Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Merchant West Balanced Plus Fund Fact Sheet MDD
|
|---|
|
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.
|
|
| 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 |
|
| Launch Date |
|---|
| Nov 2012 |
14 years ago |
| Fund Benchmark |
|---|
| Fund Sector Average |
|
| Merchant West Balanced Plus Fund Unit Prices |
|---|
|
|
|
|
N-e-FG financial trading licence was revoked after funds were found missing . N-e-FG was founded by Corne Janse van Rensburg.
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).
DYN
|
|
| Distributions Info (in cents) |
|---|
| Q2 of 2023 | 2.45 |
|---|
| Q4 of 2022 | 3.46 |
|---|
| Q2 of 2022 | 2.72 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| SIM| Sanlam |
| Investment Management |
|
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
|