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| Merchant West Global Managed Growth Fund Fact Sheet MDD |
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Merchant West Global Managed Growth Fund Fact Sheet MDD
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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.
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| Fund Sector |
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| Global – Multi Asset – Flexible |
| Fund Maximum Annual Fee * |
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1.32%-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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| Aug 2015 |
11 years ago |
| Fund Benchmark |
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| US Cpi + 3% |
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| Merchant West Global Managed Growth Fund Unit Prices |
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JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
DYN
In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management
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| Distributions Info (in cents) |
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| Q2 of 2023 | 45.12 |
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| Q4 of 2022 | 21.43 |
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| Q2 of 2022 | 25.65 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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