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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
Marriott Dividend Growth Fund  |  South African-Equity-General
103.0658    +0.3059    (+0.298%)
NAV price (ZAR) Fri 4 Oct 2024 (change prev day)


HLMK R-Class Performance Charts
3 months performance chart
6 months performance chart
1 year performance chart
3 years performance chart
     Fund        Benchmark
Performance Overview
R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.37% 1043.70 1012.27
6 Mnths* 10.22% 1102.20 1016.64
1 Year 15.94% 1159.40 1045.48
3 Years 8.68% 1283.50 1061.49
5 Years 6.62% 1377.50
10 Years 5.49% 1706.90 1052.50
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 0.03% 300.05 302.47
6 Mnths* 6.88% 624.55 606.59
1 Year 13.03% 1288.15 1227.93
3 Years 9.63% 4188.09 3912.46
5 Years 9.08% 7616.44 6905.58
10 Years 5.75% 16245.09 15413.81
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Marriott Dividend Growth Fund - R Class       Sector
Quartile Ranking Data
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised

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