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| Merchant West Balanced Plus Fund Fact Sheet MDD |
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Merchant West Balanced Plus Fund Fact Sheet MDD
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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.
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| High | Avg. | Low |
| R 1.89 | R 1.62 | |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.41%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Nov 2012 |
13 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Merchant West Balanced Plus Fund Unit Prices |
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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.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 2.45 |
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| Q4 of 2022 | 3.46 |
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| Q2 of 2022 | 2.72 |
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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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