LongSNTJun 2026
Santam Limited
Merchant West initiated a new position in Santam Limited, whose JSE ticker is SNT. santam.com The fund emphasizes Santam's unusually long listed history, resilience across…
Merchant West Sanlam Collective Investments Balanced Plus Fund
Regulation 28 multi-asset strategy with a relatively full equity allocation, using asset allocation and stock selection across domestic and global markets and adding bonds, property, gold or cash when they provide attractive diversification or protection. P(1) Merchant West SCI Balanced… P(1) Merchant West SCI Balanced…2 published ideas
The fund is managed by the Merchant West Investments Team for moderate-to-aggressive investors seeking long-term capital growth within South African retirement-fund constraints. It generally maintains substantial equity exposure while combining domestic and offshore assets and had 38.2% in South African equity and 32.5% in global equity at quarter-end. P(1) Merchant West SCI Balanced… P(1) Merchant West SCI Balanced…
Ideas from Merchant West Sanlam Collective Investments Balanced Plus Fund
LongBYGJun 2026
Big Yellow Group plc
Big Yellow Group, whose London Stock Exchange ticker is BYG, was retained even as the fund significantly reduced its broader global property exposure. London Stock Exchange The…
Letters covered
- Merchant West SCI Balanced Plus Fund Quarterly ReportJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.