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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 Nov 2023 to 19 Nov 2024
Fund Name Income Produced
Annualised Return
Marriott Balanced Fund of Funds Class A R5 226.57 13.11%
Marriott Core Income Fund Class A R8 670.37 11.55%
Marriott Dividend Growth Fund Class R R3 763.80 13.96%
Marriott Essential Income Fund Class C R8 317.07 25.89%
Marriott First World Equity Feeder Fund Class A R2 303.86 8.01%
Marriott Global Income Fund Class A R3 125.45 3.51%
Marriott High Income Fund of Funds Class A R8 523.82 11.37%
Marriott Income Fund Class R R8 891.20 10.94%
Marriott International Growth Feeder Fund Class A R2 542.31 6.41%
Marriott International Real Estate Feeder Fund Class A R3 726.89 7.68%
Marriott Money Market Fund Class A R8 434.50 8.77%
Marriott Property Equity Fund Class R R7 715.40 30.69%
Marriott Property Income Fund Class A R7 517.16 32.59%
Marriott Worldwide Fund of Funds Class A R3 323.96 9.37%

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Funds are ranked based a lump sum investment of R100 000
Fund Name Income Produced
Merchant West SCI Flexible Income Fund Class A1 R11 698.55
10X Yield Selected Bond ETF R11 378.57
10X Yield Selected Bond Index Fund Class B R11 323.14
Citadel SA Bond H4 Fund Class B1 R11 272.70
Nedgroup Investments Core Bond Fund Class A R10 852.83
SIM Institutional Income Fund Class A1 R10 766.90
Portfoliometrix BCI Dynamic Income Fund Class A R10 719.86
Truffle SCI Income Plus Fund Class A R10 557.38
10X Wealth GOVI Bond ETF R10 465.02
Aluwani BCI High Yield Fund Class A R10 435.48


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