Merchant West Global Managed Growth Fund Fact Sheet MDD
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Fund Objectives
The primary objective of the fund is to provide income to investors and capital growth over the long term.
The fund will invest in global equity securities, interest - bearing securities , money market instruments and other forms of assets deemed by manager to help meet the objective of the fund.
Monthly Prices
Dec 24
R 38.70 ⇓    R -1.37
⇓    -3.42%
High Avg. Low
R 40.07 R 38.98 R 37.93
Fund Information
Fund Sector
Global – Multi Asset – Flexible
Fund Maximum Annual Fee *
1.32%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Aug 2015 10 years ago
Fund Benchmark
US Cpi + 3%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 336 Mil.


Merchant West Global Managed Growth 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 ?

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

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.

Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.

Distributions Info (in cents)
Q2 of 2023 45.12
Q4 of 2022 21.43
Q2 of 2022 25.65
See Also
Personal Trust Global Select Managers Opportunities Feeder Fund
Select Manager Global Moderate FOF
FG International Flexible FOF
Merchant West Global Managed Growth Fund
Select Manager Global Moderate Fof
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
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.