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
1.8035
+0.0060
(+0.334%)
NAV price (ZAR) Fri 12 Sep 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 | 28 May 2014 |
| Fund Size (ZAR) | 2 524 020 824 |
| Latest Price | 180.35 |
| PlexCrowns |  |
| Total Expense Ratio (30/06) | 0.45% |
| Minimum Investment | - |
| TTM Distribution Yield | 4.12% |
| Key Facts |
| Formation Date | 28 May 2014 |
| Fund Size (ZAR) | 2 524 020 824 |
| Latest Price | 180.35 |
| PlexCrowns | |
| Total Expense Ratio (30/06) | 0.45% |
| Minimum Investment | - |
| TTM Distribution Yield | 4.12% |
| Fund Objective |
The Sygnia Skeleton Balanced 60 Fund is a multi-assetclass fund managed with a medium exposure to equities in order to moderate the short-term volatility of returns. The Fund will have exposure to both domestic and foreign assets, which will include equities, fixed interest and money market assets and will comprise a number of underlying portfolios predominantly managed on a passive, index-tracking, basis. The Fund has a composite benchmark of 55% equities, 30% bonds and 15% money market assets and will maintain a total equity exposure of below 60% of the portfolio
...Read more
|
|
| Fund Objective |
The Sygnia Skeleton Balanced 60 Fund is a multi-assetclass fund managed with a medium exposure to equities in order to moderate the short-term volatility of returns. The Fund will have exposure to both domestic and foreign assets, which will include equities, fixed interest and money market assets and will comprise a number of underlying portfolios predominantly managed on a passive, index-tracking, basis. The Fund has a composite benchmark of 55% equities, 30% bonds and 15% money market assets and will maintain a total equity exposure of below 60% of the portfolio
|
|
| Fund Objective |
The Sygnia Skeleton Balanced 60 Fund is a multi-assetclass fund managed with a medium exposure to equities in order to moderate the short-term volatility of returns. The Fund will have exposure to both domestic and foreign assets, which will include equities, fixed interest and money market assets and will comprise a number of underlying portfolios predominantly managed on a passive, index-tracking, basis. The Fund has a composite benchmark of 55% equities, 30% bonds and 15% money market assets and will maintain a total equity exposure of below 60% of the portfolio
...Read more
|
|
| Fund Objective |
The Sygnia Skeleton Balanced 60 Fund is a multi-assetclass fund managed with a medium exposure to equities in order to moderate the short-term volatility of returns. The Fund will have exposure to both domestic and foreign assets, which will include equities, fixed interest and money market assets and will comprise a number of underlying portfolios predominantly managed on a passive, index-tracking, basis. The Fund has a composite benchmark of 55% equities, 30% bonds and 15% money market assets and will maintain a total equity exposure of below 60% of the portfolio
|
|