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
37.4105
+0.3037
(+0.818%)
NAV price (ZAR) Wed 29 Oct 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 | 26 Oct 2006 |
| Fund Size (ZAR) | 517 909 754 |
| Latest Price | 3 719.72 |
| PlexCrowns |  |
| Total Expense Ratio (30/06) | 1.03% |
| Minimum Investment | R5 000 |
| TTM Distribution Yield | 3.35% |
| Key Facts |
| Formation Date | 26 Oct 2006 |
| Fund Size (ZAR) | 517 909 754 |
| Latest Price | 3 719.72 |
| PlexCrowns | |
| Total Expense Ratio (30/06) | 1.03% |
| Minimum Investment | R5 000 |
| TTM Distribution Yield | 3.35% |
| Fund Objective |
The SIM Managed Moderate Aggressive Fund of Funds is a portfolio with moderate to aggressive risk qualities and investments are diversified across primarily cash, bond, and property and equity asset classes. The primary objective of the portfolio is to achieve long-term capital growth and income generation at volatility levels that reflect a moderate to aggressive risk profile. The underlying portfolios will have typical exposure to equities of between 50% and 65%, but this may vary depending on market conditions.
|
|
| Fund Objective |
The SIM Managed Moderate Aggressive Fund of Funds is a portfolio with moderate to aggressive risk qualities and investments are diversified across primarily cash, bond, and property and equity asset classes. The primary objective of the portfolio is to achieve long-term capital growth and income generation at volatility levels that reflect a moderate to aggressive risk profile. The underlying portfolios will have typical exposure to equities of between 50% and 65%, but this may vary depending on market conditions.
|
|
| Fund Objective |
The SIM Managed Moderate Aggressive Fund of Funds is a portfolio with moderate to aggressive risk qualities and investments are diversified across primarily cash, bond, and property and equity asset classes. The primary objective of the portfolio is to achieve long-term capital growth and income generation at volatility levels that reflect a moderate to aggressive risk profile. The underlying portfolios will have typical exposure to equities of between 50% and 65%, but this may vary depending on market conditions.
|
|
| Fund Objective |
The SIM Managed Moderate Aggressive Fund of Funds is a portfolio with moderate to aggressive risk qualities and investments are diversified across primarily cash, bond, and property and equity asset classes. The primary objective of the portfolio is to achieve long-term capital growth and income generation at volatility levels that reflect a moderate to aggressive risk profile. The underlying portfolios will have typical exposure to equities of between 50% and 65%, but this may vary depending on market conditions.
|
|