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
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 18 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 ?

DYN

Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.

The JSE allowed listings and trading of the Actively Managed ETF in 2023.

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
Management Company
SIM| Sanlam
Investment Management
Asset Manager
Mechant West
Investments
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.