Merchant West Enhanced Income Fund Fact Sheet MDD
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Fund 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.
Monthly Prices
Dec 24
R 1.24    R 0.00
   0%
High Avg. Low
R 1.24 R 1.20 R 1.17
Fund Information
Fund Sector
SA – Multi Asset – Income
Fund Maximum Annual Fee *
0.63%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Monthly
Fund Information
Launch Date
Jan 2012 13 years ago
Fund Benchmark
Alex Forbes Stefi Co
Fund Risk Rating
1 2 3 4 5 Low
Fund Size
R 441 Mil.


Merchant West Enhanced Income 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 ?

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.

The first ever listing of S&P 500 ETF on the JSE was from CoreShares.

Distributions Info (in cents)
Q3 of 2023 2.21
Q2 of 2023 2.37
Q1 of 2023 2.31
See Also
Corion Income Fund
Bci Income Plus Fund
Merchant West Enhanced Income Fund
Personal Trust Income Fund
Rowan Capital Income FOF
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.