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Marriott Research Portal - Offers unique, income focused features
 
Marriott's Living Annuity Portfolios • Review Marriott's Living Annuity approach
Living Annuity Analysis • Analyse how drawing an income from a portfolio of your preferred funds impacted the investment outcome.
• Compare Income production vs. Income drawn.
View, Compare & Rank Funds • Analyse and compare unit trusts focusing on income production, not just total return.
 
View all Marriott Funds Performance and Income Produced over
 
Funds are ranked based on the annualised return of the Total Return Index (NAV to NAV with dividends reinvested on payment date) invested with a lump sum of R100 000 from 19 Dec 2024 to 19 Dec 2025
Fund Name Income Produced
Annualised Return
Marriott Balanced Fund of Funds Class A R4 508.31 12.78%
Marriott Core Income Fund Class A R7 603.71 12.58%
Marriott Dividend Growth Fund Class R R2 356.65 10.59%
Marriott Essential Income Fund Class C R6 435.90 20.83%
Marriott First World Equity Feeder Fund Class A R2 008.75 3.65%
Marriott Global Income Fund Class A R3 017.65 -3.38%
Marriott High Income Fund of Funds Class A R7 408.46 12.32%
Marriott Income Fund Class R R7 966.18 11.93%
Marriott International Growth Feeder Fund Class A R2 324.62 3.38%
Marriott International Real Estate Feeder Fund Class A R3 261.50 -4.45%
Marriott Money Market Fund Class A R7 530.70 7.80%
Marriott Property Equity Fund Class R R6 343.63 22.69%
Marriott Property Income Fund Class A R6 199.95 24.27%
Marriott Worldwide Fund of Funds Class A R2 916.61 7.82%

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Funds are ranked based a lump sum investment of R100 000
Fund Name Income Produced
Oakhaven BCI Bond Fund Class A R11 085.22
Prescient Flexible Bond Fund Class A2 R10 849.15
10X Yield Selected Bond Index Fund Class B R10 391.23
10X Yield Selected Bond ETF R10 333.25
Satrix SA Bond Portfolio ETF R10 284.66
Oasis Bond Fund Class A R10 206.58
Nedgroup Investments Core Bond Fund Class A R10 062.25
Ninety One Corporate Bond Fund Class H R10 050.65
PortfolioMetrix Active Income Prescient Actively Managed ETF R10 015.83
10X Wealth GOVI Bond ETF R9 765.19


Market Indicators
JSE ALSI 19 Dec 114 849.89 0.29%
DJIA 18 Dec 47 951.85 0.14%
Gold $/oz 02:20 4 342.73 0.00%
Platinum $/oz 02:20 2 008.20 0.00%
Brent Crude 02:08 60.45 -0.03%
ZAR / USD 02:44 16.77 -0.01%
ZAR / EUR 02:45 19.65 0.00%
ZAR / GBP 02:45 22.44 0.00%

Economic Indicators
CPI %chng 19 Dec 3.50
PPI 18 Dec 2.90
Repo Rate 19 Dec 6.75
SA Prime Rate 19 Dec 10.25
BA Rate 29 Aug 5.40
R208 5 Feb 6.48
R186 9 Dec 7.33
R204 18 Dec 6.20

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