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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
31.3342    +0.2514    (+0.809%)
NAV price (ZAR) Wed 6 May 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
SA Bond R204011,403,000 608,433,774 582.14 26.47 597,030,774 622.13 27.28 
Bond Total11,403,000 608,433,774 582.14 26.47 597,030,774 622.13 27.28 
Cash on call51.64 2.35 40.81 1.79 
Cash on call Total51.64 2.35 40.81 1.79 
Marriott Essential Income - C309,562,521 296.62 13.49 309,562,521 311.61 13.66 
Flexible Total309,562,521 296.62 13.49 309,562,521 311.61 13.66 
United Kingdom - Currency1.84 0.08 0.00 0.00 
USA - Currency3.72 0.17 0.00 0.00 
For Currency Total5.55 0.25 0.00 0.00 
Marriott Core Income - A143,681,220 166.81 7.59 143,681,220 169.82 7.45 
Marriott Medium Term Income Fund30,496,367 25.14 1.14 30,496,367 25.22 1.11 
Income Total174,177,587 191.95 8.73 174,177,587 195.04 8.55 
Marriott First World Equity-649,742 8,239,866 324.06 14.74 8,889,608 356.16 15.62 
Marriott Intl Growth16,222,983 535.86 24.37 16,222,983 544.64 23.88 
Marriott Intl Growth Acc71,736 3.71 0.17 71,736 3.74 0.16 
Offshore Intern Total-649,742 24,534,585 863.62 39.27 25,184,327 904.54 39.67 
Marriott Dividend Growth - R76,611 1,808,317 195.58 8.89 1,731,706 193.36 8.48 
Other Total76,611 1,808,317 195.58 8.89 1,731,706 193.36 8.48 
Marriott Property Income - B1,659,424 12.12 0.55 1,659,424 12.89 0.57 
Property Unit Trusts Total1,659,424 12.12 0.55 1,659,424 12.89 0.57 
Portfolio Total10,829,869 1,120,176,208 2,199.23 100.00 1,109,346,339 2,280.38 100.00