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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
Marriott Balanced Fund of Funds  |  South African-Multi Asset-High Equity
Reg Compliant
30.7800    +0.2522    (+0.826%)
NAV price (ZAR) Tue 28 Oct 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
SA Bond R2040-54,160,000 636,730,164 593.82 26.97 690,890,164 623.88 28.15 
Bond Total-54,160,000 636,730,164 593.82 26.97 690,890,164 623.88 28.15 
Cash on call51.16 2.32 19.86 0.90 
Cash on call Total51.16 2.32 19.86 0.90 
Marriott Essential Income - C-1,429,303 309,562,521 280.71 12.75 310,991,824 278.71 12.57 
Flexible Total-1,429,303 309,562,521 280.71 12.75 310,991,824 278.71 12.57 
United Kingdom - Currency3.95 0.18 0.00 0.00 
USA - Currency7.35 0.33 0.00 0.00 
For Currency Total11.30 0.51 0.00 0.00 
Marriott Core Income - A143,681,220 166.68 7.57 143,681,220 164.16 7.41 
Marriott Medium Term Income Fund30,496,367 25.12 1.14 30,496,367 25.15 1.13 
Income Total174,177,587 191.81 8.71 174,177,587 189.31 8.54 
Marriott First World Equity510,168 8,889,608 355.93 16.16 8,379,440 337.72 15.24 
Marriott Intl Growth202,185 14,788,100 497.69 22.60 14,585,915 496.56 22.40 
Marriott Intl Growth Acc71,736 3.75 0.17 71,736 3.74 0.17 
Offshore Intern Total712,353 23,749,444 857.37 38.93 23,037,091 838.02 37.81 
Marriott Dividend Growth - R-488,349 1,953,452 203.48 9.24 2,441,801 254.60 11.49 
Other Total-488,349 1,953,452 203.48 9.24 2,441,801 254.60 11.49 
Marriott Property Income - B1,800,439 12.54 0.57 1,800,439 12.21 0.55 
Property Unit Trusts Total1,800,439 12.54 0.57 1,800,439 12.21 0.55 
Portfolio Total-55,365,299 1,147,973,607 2,202.18 100.00 1,203,338,906 2,216.58 100.00