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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
31.4588    -0.3392    (-1.067%)
NAV price (ZAR) Tue 3 Mar 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
SA Bond R2040-39,699,390 597,030,774 622.13 27.28 636,730,164 593.82 26.97 
Bond Total-39,699,390 597,030,774 622.13 27.28 636,730,164 593.82 26.97 
Cash on call40.81 1.79 51.16 2.32 
Cash on call Total40.81 1.79 51.16 2.32 
Marriott Essential Income - C309,562,521 311.61 13.66 309,562,521 280.71 12.75 
Flexible Total309,562,521 311.61 13.66 309,562,521 280.71 12.75 
United Kingdom - Currency0.00 0.00 3.95 0.18 
USA - Currency0.00 0.00 7.35 0.33 
For Currency Total0.00 0.00 11.30 0.51 
Marriott Core Income - A143,681,220 169.82 7.45 143,681,220 166.68 7.57 
Marriott Medium Term Income Fund30,496,367 25.22 1.11 30,496,367 25.12 1.14 
Income Total174,177,587 195.04 8.55 174,177,587 191.81 8.71 
Marriott First World Equity8,889,608 356.16 15.62 8,889,608 355.93 16.16 
Marriott Intl Growth1,434,883 16,222,983 544.64 23.88 14,788,100 497.69 22.60 
Marriott Intl Growth Acc71,736 3.74 0.16 71,736 3.75 0.17 
Offshore Intern Total1,434,883 25,184,327 904.54 39.67 23,749,444 857.37 38.93 
Marriott Dividend Growth - R-221,746 1,731,706 193.36 8.48 1,953,452 203.48 9.24 
Other Total-221,746 1,731,706 193.36 8.48 1,953,452 203.48 9.24 
Marriott Property Income - B-141,015 1,659,424 12.89 0.57 1,800,439 12.54 0.57 
Property Unit Trusts Total-141,015 1,659,424 12.89 0.57 1,800,439 12.54 0.57 
Portfolio Total-38,627,268 1,109,346,339 2,280.38 100.00 1,147,973,607 2,202.18 100.00