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 ?

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
See Also
Wealth Associates Income Fund
Bci Best Blend Flexible Income Fund
SIM Flexible Income Fund
Southchester Optimum Income Fund
Dotport Income 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
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.