Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Buy Now!
Manager's
Fact Sheet
Fund Profile
Manager's Commentary
Marriott Dividend Growth Fund  |  South African-Equity-General
113.2290    -0.1801    (-0.159%)
NAV price (ZAR) Mon 20 Apr 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Capitec Bank Holdings Ltd.-1,715 17,278 70.58 3.93 18,993 78.93 4.17 
FirstRand Ltd.-84,743 1,451,818 124.22 6.92 1,536,561 139.44 7.36 
Nedbank Group Ltd.-25,914 233,084 62.21 3.46 258,998 68.96 3.64 
Standard Bank Group Ltd.-54,363 428,782 129.27 7.20 483,145 140.31 7.41 
Banks Total-166,735 2,130,962 386.28 21.51 2,297,697 427.64 22.59 
Cash on call62.90 3.50 30.75 1.62 
Cash on call Total62.90 3.50 30.75 1.62 
Advtech Ltd.-258,556 1,784,307 74.48 4.15 2,042,863 76.06 4.02 
Consumer Services Total-258,556 1,784,307 74.48 4.15 2,042,863 76.06 4.02 
Alphabet Inc A13,363 62.17 3.46 13,363 69.67 3.68 
Cyclical Goods & Services Total13,363 62.17 3.46 13,363 69.67 3.68 
S&P Global Inc-9,079 0.00 0.00 9,079 79.58 4.20 
Financials Total-9,079 0.00 0.00 9,079 79.58 4.20 
Coca Cola-7,473 38,193 49.55 2.76 45,666 53.15 2.81 
Magnum Ice Cream Company NV-5,397 0.00 0.00 5,397 1.42 0.08 
Unilever plc9,009 32,995 33.09 1.84 23,986 26.09 1.38 
Food & Beverage Total-3,861 71,188 82.64 4.60 75,049 80.66 4.26 
AVI Ltd.-28,761 786,258 81.53 4.54 815,019 85.98 4.54 
Food Producers Total-28,761 786,258 81.53 4.54 815,019 85.98 4.54 
USA - Currency0.66 0.04 6.03 0.32 
For Currency Total0.66 0.04 6.03 0.32 
Mondi plc-145,160 0.00 0.00 145,160 29.55 1.56 
The Bidvest Group Ltd.-10,652 240,059 54.70 3.05 250,711 59.54 3.14 
General Industrials Total-155,812 240,059 54.70 3.05 395,871 89.10 4.71 
ASML Holding NV3,553 77.62 4.32 3,553 63.22 3.34 
Procter & Gamble Company10,658 10,658 26.24 1.46 0.00 0.00 
Schneider Electric SA9,190 9,190 41.14 2.29 0.00 0.00 
Goods & Services Total19,848 23,401 144.99 8.07 3,553 63.22 3.34 
Johnson & Johnson-5,489 12,222 50.42 2.81 17,711 60.87 3.22 
Medtronic Incorporated1,424 24,786 36.15 2.01 23,362 37.51 1.98 
Sanofi-Aventis3,231 18,801 30.56 1.70 15,570 25.10 1.33 
Healthcare Total-834 55,809 117.13 6.52 56,643 123.49 6.52 
Allianz3,462 3,462 24.40 1.36 0.00 0.00 
Legal & General30,946 495,946 27.71 1.54 465,000 27.14 1.43 
Insurance Total34,408 499,408 52.11 2.90 465,000 27.14 1.43 
Sanlam Ltd.37,254 914,765 80.11 4.46 877,511 86.43 4.56 
Life Insurance Total37,254 914,765 80.11 4.46 877,511 86.43 4.56 
Bid Corporation Ltd.-8,066 171,982 70.36 3.92 180,048 75.96 4.01 
Clicks Group Ltd.24,300 247,133 71.45 3.98 222,833 75.00 3.96 
Dis-Chem Pharmacies Ltd.-23,039 1,049,391 38.86 2.16 1,072,430 37.54 1.98 
Shoprite Holdings Ltd.-17,278 361,403 100.53 5.60 378,681 102.33 5.40 
Personal Care, Drug and Grocery Stores Total-24,083 1,829,909 281.19 15.66 1,853,992 290.82 15.36 
Compagnie Financière Richemont SA1,149 12,107 35.55 1.98 10,958 39.75 2.10 
Personal Goods Total1,149 12,107 35.55 1.98 10,958 39.75 2.10 
NEPI Rockcastle NV136,704 18.59 1.04 136,704 19.94 1.05 
Real Estate Investment and Services Total136,704 18.59 1.04 136,704 19.94 1.05 
Growthpoint Properties Ltd.-18,325 1,655,755 26.61 1.48 1,674,080 28.73 1.52 
Stor-Age Property REIT Ltd.1,070,903 17.77 0.99 1,070,903 19.20 1.01 
Real Estate Investment Trusts Total-18,325 2,726,658 44.37 2.47 2,744,983 47.93 2.53 
Visa Inc14,689 74.85 4.17 14,689 86.28 4.56 
Retail Total14,689 74.85 4.17 14,689 86.28 4.56 
Equinix Inc3,254 53.36 2.97 3,254 41.60 2.20 
Intuit Incorporated2,975 21.71 1.21 2,975 33.10 1.75 
Microsoft Corporation10,891 66.50 3.70 10,891 88.19 4.66 
Technology Total17,120 141.58 7.88 17,120 162.90 8.60 
Portfolio Total-573,387 11,256,707 1,795.85 100.00 11,830,094 1,893.35 100.00