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| Merchant West Enhanced Income Fund Fact Sheet MDD |
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Merchant West Enhanced Income Fund Fact Sheet MDD
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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.
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| Fund Sector |
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| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
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0.63%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Monthly |
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| Launch Date |
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| Jan 2012 |
14 years ago |
| Fund Benchmark |
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| Alex Forbes Stefi Co |
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| Merchant West Enhanced Income Fund Unit Prices |
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Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.21 |
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| Q2 of 2023 | 2.37 |
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| Q1 of 2023 | 2.31 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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