Merchant West Flexible Income Fund Fact Sheet MDD
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Fund Objectives
The investment objective of this income producing fund is to provide investors with above average returns in the form of dividends and interest income.
The fund will meet its stated fund objective by investing in various interest and dividend yielding assets.
Monthly Prices
Dec 24
R 1.05 —    R 0.00
—    0%
High Avg. Low
R 1.05 R 0.99 R 0.92
Fund Information
Fund Sector
Fund Maximum Annual Fee *
0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Jan 2008 17 years ago
Fund Benchmark
Alex Forbes Stefi Co
Fund Risk Rating
1 2 3 4 5 Low Med
Fund Size
R 127 Mil.


Merchant West Flexible 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 ?

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).

Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.

Distributions Info (in cents)
Q3 of 2023 2.73
Q2 of 2023 3.03
Q1 of 2023 1.37
Q4 of 2022 1.32
See Also
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.