Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
Marriott Research Portal - Offers unique, income focused features
 
Marriott's Living Annuity Portfolios • Review Marriott's Living Annuity approach
Living Annuity Analysis • Analyse how drawing an income from a portfolio of your preferred funds impacted the investment outcome.
• Compare Income production vs. Income drawn.
View, Compare & Rank Funds • Analyse and compare unit trusts focusing on income production, not just total return.
 
View all Marriott Funds Performance and Income Produced over
 
Funds are ranked based on the annualised return of the Total Return Index (NAV to NAV with dividends reinvested on payment date) invested with a lump sum of R100 000 from 3 Jan 2024 to 3 Jan 2025
Fund Name Income Produced
Annualised Return
Marriott Balanced Fund of Funds Class A R4 856.85 9.48%
Marriott Core Income Fund Class A R8 586.34 10.78%
Marriott Dividend Growth Fund Class R R3 556.36 9.18%
Marriott Essential Income Fund Class C R7 822.03 19.28%
Marriott First World Equity Feeder Fund Class A R2 151.03 4.70%
Marriott Global Income Fund Class A R3 096.04 3.75%
Marriott High Income Fund of Funds Class A R8 435.83 10.61%
Marriott Income Fund Class R R8 862.35 10.67%
Marriott International Growth Feeder Fund Class A R2 339.49 1.11%
Marriott International Real Estate Feeder Fund Class A R3 262.59 -7.56%
Marriott Money Market Fund Class A R8 337.60 8.66%
Marriott Property Equity Fund Class R R6 811.68 18.64%
Marriott Property Income Fund Class A R6 620.06 19.15%
Marriott Worldwide Fund of Funds Class A R3 028.60 5.74%

View Top over
 
Funds are ranked based a lump sum investment of R100 000
Fund Name Income Produced
10X Yield Selected Bond Index Fund Class B R11 610.01
10X Yield Selected Bond ETF R11 230.16
10X SA Government Bond Index Fund Class A R10 646.59
1NVEST ALBI (Non-Tr) Index Tracker Fund Class A R10 491.54
Aluwani BCI High Yield Fund Class A R10 479.74
Allan Gray Bond Fund Class A R10 448.18
10X Wealth GOVI Bond ETF R10 282.67
1NVEST Inflation Linked Bond Index Tracker Fund Class A R10 254.93
1NVEST SA Bond ETF R9 942.38
Satrix Bond Index Fund Class A1 R9 564.40


Market Indicators
JSE ALSI 3 Jan 84 711.80 0.30%
DJIA 3 Jan 42 732.13 0.80%
Gold $/oz 00:05 2 638.28 -0.03%
Platinum $/oz 00:09 932.20 -0.22%
Brent Crude 04:20 76.51 0.07%
ZAR / USD 16:49 18.73 0.16%
ZAR / EUR 16:50 19.31 0.17%
ZAR / GBP 16:50 23.27 0.23%

Economic Indicators
CPI %chng 3 Jan 2.90
PPI 3 Jan -0.10
Repo Rate 3 Jan 7.75
SA Prime Rate 3 Jan 11.25
BA Rate 29 Aug 5.40
R208 5 Feb 6.48
R186 13 Dec 8.15
R204 18 Dec 6.20

Powered by ProfileData
Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

Follow us on: