|
| Merchant West Enhanced Income Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Merchant West Enhanced Income Fund Fact Sheet MDD
|
|---|
|
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.
|
| High | Avg. | Low |
| R 1.24 | R 1.20 | R 1.17 |
|
| 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 |
|
| Launch Date |
|---|
| Jan 2012 |
13 years ago |
| Fund Benchmark |
|---|
| Alex Forbes Stefi Co |
|
| Merchant West Enhanced Income Fund Unit Prices |
|---|
|
|
|
|
10X Investments acquired CoreShares in 2022.
JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
|
|
| Distributions Info (in cents) |
|---|
| Q3 of 2023 | 2.21 |
|---|
| Q2 of 2023 | 2.37 |
|---|
| Q1 of 2023 | 2.31 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| 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. |
|