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
1.7783
+0.0034
(+0.192%)
NAV price (ZAR) Fri 27 Jun 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 Feb 2016 |
Fund Size (ZAR) | 9 466 285 319 |
Latest Price | 177.83 |
PlexCrowns |     |
Total Expense Ratio (31/03) | 0.58% |
Minimum Investment | R50 000 |
TTM Distribution Yield | 2.96% |
Key Facts |
Formation Date | 11 Feb 2016 |
Fund Size (ZAR) | 9 466 285 319 |
Latest Price | 177.83 |
PlexCrowns |     |
Total Expense Ratio (31/03) | 0.58% |
Minimum Investment | R50 000 |
TTM Distribution Yield | 2.96% |
Fund Objective |
STANLIB Enhanced Multi Style Equity is an equity fund. Smart Beta refers to an investment style where the manager passively follows an index, designed to take advantage of perceived systematic biases or inefficiencies in the market. The objective of the fund is to offer returns in excess of the FTSE/JSE Capped Shareholder Weighted All Share Total Return benchmark over the long term, with lower volatility and lower drawdowns as benchmark tracking passive funds. The fund will invest in equities, property and money markets, as permitted by legislation. The portfolio will predominately invest in South African markets, but is however permitted to include investments in offshore jurisdictions subject to the investment conditions determined by legislation from time to time....Read more
|
|
Fund Objective |
STANLIB Enhanced Multi Style Equity is an equity fund. Smart Beta refers to an investment style where the manager passively follows an index, designed to take advantage of perceived systematic biases or inefficiencies in the market. The objective of the fund is to offer returns in excess of the FTSE/JSE Capped Shareholder Weighted All Share Total Return benchmark over the long term, with lower volatility and lower drawdowns as benchmark tracking passive funds. The fund will invest in equities, property and money markets, as permitted by legislation. The portfolio will predominately invest in South African markets, but is however permitted to include investments in offshore jurisdictions subject to the investment conditions determined by legislation from time to time. The portfolio is permitted to invest in listed and unlisted financial instruments in line with the conditions as determined by legislation from time to time.
|
|
Fund Objective |
STANLIB Enhanced Multi Style Equity is an equity fund. Smart Beta refers to an investment style where the manager passively follows an index, designed to take advantage of perceived systematic biases or inefficiencies in the market. The objective of the fund is to offer returns in excess of the FTSE/JSE Capped Shareholder Weighted All Share Total Return benchmark over the long term, with lower volatility and lower drawdowns as benchmark tracking passive funds. The fund will invest in equities, property and money markets, as permitted by legislation. The portfolio will predominately invest in South African markets, but is however permitted to include investments in offshore jurisdictions subject to the investment conditions determined by legislation from time to time....Read more
|
|
Fund Objective |
STANLIB Enhanced Multi Style Equity is an equity fund. Smart Beta refers to an investment style where the manager passively follows an index, designed to take advantage of perceived systematic biases or inefficiencies in the market. The objective of the fund is to offer returns in excess of the FTSE/JSE Capped Shareholder Weighted All Share Total Return benchmark over the long term, with lower volatility and lower drawdowns as benchmark tracking passive funds. The fund will invest in equities, property and money markets, as permitted by legislation. The portfolio will predominately invest in South African markets, but is however permitted to include investments in offshore jurisdictions subject to the investment conditions determined by legislation from time to time. The portfolio is permitted to invest in listed and unlisted financial instruments in line with the conditions as determined by legislation from time to time.
|
|