Merchant West Balanced Plus Fund Fact Sheet MDD
Where I Am? | Home ==> The Funds ==> Merchant West Balanced Plus Fund Fact Sheet MDD
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 ?

Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.

Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.

With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.

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
Prescient Balanced Fund
Nedgroup Investments Balanced Fund
Old Mutual Balanced Fund
Sentio 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
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.