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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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High | Avg. | Low |
R 1.24 | R 1.20 | R 1.17 |
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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 |
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Launch Date |
Jan 2012 |
13 years ago |
Fund Benchmark |
Alex Forbes Stefi Co |
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Merchant West Enhanced Income Fund Unit Prices |
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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.
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Distributions Info (in cents) |
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Q3 of 2023 | 2.21 |
Q2 of 2023 | 2.37 |
Q1 of 2023 | 2.31 |
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Asset Allocation Analysis |
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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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All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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