Not logged in
| |
Marriott's Living Annuity Portfolios | | Marriott's Living Annuity Portfolio 0 | | Marriott's Living Annuity Portfolio 1 | | Marriott's Living Annuity Portfolio 2 |
|
View Funds | | Domestic Funds | | Management Companies | | Alphabetic Index | | Sector Index | | Offshore Funds | | Management Companies | | Alphabetic Index | | Sector Index |
|
Login |
E-mail
Print
39.0367
-0.1552
(-0.396%)
NAV price (ZAR) Wed 8 Jan 2025 (change prev day)
Fund Performance
| Period Return %Growth of R1 000 |
 |
| * Not annualised |
| Period Return %Growth of R1 000 |
|
| * Not annualised |
Key Facts and Fund Objective
| Key Facts |
| Formation Date | 11 Dec 2002 |
| Fund Size (ZAR) | 376 430 788 |
| Latest Price | 3 903.67 |
| PlexCrowns |  |
| Total Expense Ratio (31/12) | 1.53% |
| Minimum Investment | R5 000 |
| TTM Distribution Yield | 4.19% |
| Key Facts |
| Formation Date | 11 Dec 2002 |
| Fund Size (ZAR) | 376 430 788 |
| Latest Price | 3 903.67 |
| PlexCrowns | |
| Total Expense Ratio (31/12) | 1.53% |
| Minimum Investment | R5 000 |
| TTM Distribution Yield | 4.19% |
| Fund Objective |
|
This fund is Regulation 28 compliant and can invest in a variety of domestic and international asset classes (such as equities, listed property, conventional bonds, inflationlinked bonds and cash). It is positioned in our team's best investment ideas - which emanate from our bottom-up research process - and is actively managed to reduce volatility and downside risk. Derivative strategies are employed.
This fund is suitable for investors looking for exposure to the long-term inflation-beating characteristics of equities, with reduced downside exposure and volatility and a strong focus on capital preservation....Read more
|
|
| Fund Objective |
|
This fund is Regulation 28 compliant and can invest in a variety of domestic and international asset classes (such as equities, listed property, conventional bonds, inflationlinked bonds and cash). It is positioned in our team's best investment ideas - which emanate from our bottom-up research process - and is actively managed to reduce volatility and downside risk. Derivative strategies are employed.
This fund is suitable for investors looking for exposure to the long-term inflation-beating characteristics of equities, with reduced downside exposure and volatility and a strong focus on capital preservation.
|
|
| Fund Objective |
|
This fund is Regulation 28 compliant and can invest in a variety of domestic and international asset classes (such as equities, listed property, conventional bonds, inflationlinked bonds and cash). It is positioned in our team's best investment ideas - which emanate from our bottom-up research process - and is actively managed to reduce volatility and downside risk. Derivative strategies are employed.
This fund is suitable for investors looking for exposure to the long-term inflation-beating characteristics of equities, with reduced downside exposure and volatility and a strong focus on capital preservation....Read more
|
|
| Fund Objective |
|
This fund is Regulation 28 compliant and can invest in a variety of domestic and international asset classes (such as equities, listed property, conventional bonds, inflationlinked bonds and cash). It is positioned in our team's best investment ideas - which emanate from our bottom-up research process - and is actively managed to reduce volatility and downside risk. Derivative strategies are employed.
This fund is suitable for investors looking for exposure to the long-term inflation-beating characteristics of equities, with reduced downside exposure and volatility and a strong focus on capital preservation.
|
|