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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 |
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| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
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0.63%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Monthly |
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| Launch Date |
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| Jan 2012 |
13 years ago |
| Fund Benchmark |
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| Alex Forbes Stefi Co |
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| Merchant West Enhanced Income Fund Unit Prices |
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Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
The first ever listing of S&P 500 ETF on the JSE was from CoreShares.
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.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.21 |
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| Q2 of 2023 | 2.37 |
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| 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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