Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
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 10 Oct 2024 to 10 Oct 2025
Fund Name Income Produced
Annualised Return
Marriott Balanced Fund of Funds Class A R4 517.59 9.75%
Marriott Core Income Fund Class A R7 810.41 11.50%
Marriott Dividend Growth Fund Class R R2 353.38 6.92%
Marriott Essential Income Fund Class C R6 299.84 13.43%
Marriott First World Equity Feeder Fund Class A R2 030.19 4.45%
Marriott Global Income Fund Class A R3 142.97 2.17%
Marriott High Income Fund of Funds Class A R7 635.04 11.26%
Marriott Income Fund Class R R8 189.57 11.20%
Marriott International Growth Feeder Fund Class A R2 326.11 3.30%
Marriott International Real Estate Feeder Fund Class A R3 086.87 -6.04%
Marriott Money Market Fund Class A R7 692.00 7.97%
Marriott Property Equity Fund Class R R6 369.65 15.65%
Marriott Property Income Fund Class A R6 219.04 16.46%
Marriott Worldwide Fund of Funds Class A R2 930.66 6.72%

View Top over
 
Funds are ranked based a lump sum investment of R100 000
Fund Name Income Produced
Prescient Flexible Bond Fund Class A2 R11 125.31
10X Yield Selected Bond Index Fund Class B R10 603.24
10X Yield Selected Bond ETF R10 333.11
Nedgroup Investments Core Bond Fund Class A R10 240.88
Ninety One Corporate Bond Fund Class H R10 225.32
Oasis Bond Fund Class A R10 043.13
10X SA Government Bond Index Fund Class A R9 925.84
Truffle SCI Income Plus Fund Class A R9 854.04
Old Mutual All Bond Index Fund Class A R9 818.94
All Weather BCI Bond Fund Class A1 R9 815.42


Market Indicators
JSE ALSI 17:01 111 028.82 0.91%
DJIA 17:16 46 061.94 1.28%
Gold $/oz 17:40 4 098.87 2.07%
Platinum $/oz 17:40 1 655.50 3.57%
Brent Crude 17:40 63.40 1.53%
ZAR / USD 17:40 17.29 -0.66%
ZAR / EUR 17:40 20.01 -1.03%
ZAR / GBP 17:40 23.06 -0.70%

Economic Indicators
CPI %chng 10 Oct 3.30
PPI 10 Oct 2.10
Repo Rate 10 Oct 7.00
SA Prime Rate 10 Oct 10.50
BA Rate 29 Aug 5.40
R208 5 Feb 6.48
R186 10 Oct 7.49
R204 18 Dec 6.20

Powered by ProfileData
Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

Follow us on: