Merchant West Balanced Plus Fund Fact Sheet MDD
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Fund Objectives
The investment objective of this unit trust fund is to provide investors with high long term total returns that will derived from utilisation of asset allocation in various asset classes to produce a very balanced unt trust fund that meet the goals of this fund.
Monthly Prices
Dec 24
R 1.84    R 0.-5
   -2.65%
High Avg. Low
R 1.89 R 1.62
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.41%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Nov 2012 13 years ago
Fund Benchmark
Fund Sector Average
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 327 Mil.


Merchant West Balanced Plus 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 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.

Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.

Asset manager Marriott Unit Trusts Manco was founded in 1987.

Distributions Info (in cents)
Q2 of 2023 2.45
Q4 of 2022 3.46
Q2 of 2022 2.72
See Also
Cordatus Balanced FOF
APS Managed Growth Fund
Fairtree Balanced Fund
Old Mutual Balanced Fund
Simplisiti Managed Protector 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
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.