Investor Funds Results

The following funds match your search criteria:

Merchant West Sanlam Collective Investments Global Equity Feeder Fund

Feeder Funds (ZAR)
Long term capital growth
Aggressive

This Fund is suitable for investors seeking long-term capital growth from a diversified portfolio of global equities. It seeks to outperform world equity markets without greater risk of loss.

Merchant West Global Value Feeder Fund

Gobal Funds (USD)
Long term capital growth
Aggressive

This Fund is suitable for investors seeking long-term capital growth with protection against permanent capital losses.

Merchant West Global Equity Fund

Gobal Funds (USD)
Long term capital growth
Aggressive

This Fund is suitable for investors seeking long-term capital growth from a diversified portfolio of global equities. It seeks to outperform world equity markets without greater risk of loss.

Merchant West Sanlam Collective Investments Value Fund

Local Equity FundsS (ZAR)
Long term capital growth
Aggressive

This Fund is suitable for the investors seeking long term capital growth with a high tolerance towards market volatility. The Fund invests exclusively in South African equities with the aim of outperforming the local equity market over time by selecting shares based on a value philosophy.

Merchant West Sanlam Collective Investments Dividend Equity Fund

Local Equity FundsS (ZAR)
A balance between capital growth and income
Aggressive

This Fund is suitable for investors with a high risk tolerance, seeking income plus capital growth. This Fund focuses on investing in high dividend-paying companies and can invest locally as well as up to 45% offshore.

Merchant West Sanlam Collective Investments Flexible Income Fund

Multi Asset Funds (ZAR)
Regular income payments
Conservative

This Fund is suitable for a conservative investor seeking regular income payments.

Merchant West Sanlam Collective Investments Worldwide Flexible Fund

Multi Asset Funds (ZAR)
Generate returns significantly greater than inflation over the long term
Moderate aggressive

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.

Merchant West Sanlam Collective Investments Balanced Plus Fund

Multi Asset Funds (ZAR)
Long term capital growth
Moderate

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%.

Merchant West Sanlam Collective Investments Cautious Fund

Multi Asset Funds (ZAR)
Long term capital growth
Conservative

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 Sanlam Collective Investments Global Property Income Fund

Property Funds (ZAR)
Build a specialist global property portfolio
Aggressive

This Fund is suitable for investors seeking a specialist global property portfolio with the objective of providing investors with high income and long term capital appreciation.

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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

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INCOME FUNDS

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