Merchant West Sanlam Collective Investments Flexible Income Fund
This Fund is suitable for a conservative investor seeking regular income payments.
We aim to deliver high income and superior risk-adjusted returns while comfortably accommodating liquidity shocks, minimising default risks and diversifying exposure to a wide range of macro-economic outcomes.
A style-agnostic fund with a focus on growth assets and stock selection. We aim to achieve the returns you deserve and minimize surprises with our relative risk management approach. Invest in a smart and more secure way through all market cycles.
We believe that the action of compounding over long periods is the most powerful force in investing. Quality businesses possess the ability to sustainably generate high returns on investment.
This Fund is suitable for a conservative investor seeking regular income payments.
This Fund is suitable for an investor who seeks to generate returns significantly greater than inflation over the long term, while protecting capital against permanent loss through rigorous adherence to a value-based philosophy. The Fund is unrestricted in its choice of investments by asset class, size, industry or geography.
This Fund is suitable for an investor seeking long term capital growth with a medium risk tolerance. Ideal for longer term investment goals or building retirement capital. The fund is Regulation 28 compliant and has a maximum effective equity exposure limit of 75%.
This Fund is suitable for a conservative investor seeking long term capital growth with limited exposure to higher risk assets and downside volatility. The fund is Regulation 28 compliant and has a maximum effective equity exposure limit of 40%.
Merchant West Investments
6th Floor, The Terraces, 25 Protea Road
Claremont, Cape Town, 7708
+27 21 492 0200 | invest@merchantwest.co.za
Merchant West Investments FSP 44508
Disclaimer & Disclosure | Privacy Policy | PAIA & POPIA Manual | Registration number 2006/018046/07 | Vat Number 4670234683 © 2023 MWI | All Rights Reserved
Choose the relevant option that applies to you for further information on our funds and how to invest
Whether you’re unsure which fund is best for you or need clarification or advice, we’re ready to answer any questions.
Subscribe to our newsletter. Be the first to gain access to savvy investment advice, insights, webinars and events. Keep track of fund performance by selecting to receive detailed monthly or quarterly reports.