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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 2023, Allan Gray Manco is celebrating its 50th birthday of existence , founded in 1973.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
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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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