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 27 Feb 2024 to 27 Feb 2025
Fund Name Income Produced
Annualised Return
Marriott Balanced Fund of Funds Class A R4 778.93 9.86%
Marriott Core Income Fund Class A R8 539.59 11.02%
Marriott Dividend Growth Fund Class R R3 488.55 7.77%
Marriott Essential Income Fund Class C R7 363.09 17.75%
Marriott First World Equity Feeder Fund Class A R2 085.26 5.36%
Marriott Global Income Fund Class A R3 048.01 1.39%
Marriott High Income Fund of Funds Class A R8 387.46 10.85%
Marriott Income Fund Class R R8 825.44 10.94%
Marriott International Growth Feeder Fund Class A R2 313.03 3.57%
Marriott International Real Estate Feeder Fund Class A R3 382.00 -0.42%
Marriott Money Market Fund Class A R8 287.90 8.61%
Marriott Property Equity Fund Class R R6 593.42 13.07%
Marriott Property Income Fund Class A R6 438.64 13.68%
Marriott Worldwide Fund of Funds Class A R2 967.68 6.80%

View Top over
 
Funds are ranked based a lump sum investment of R100 000
Fund Name Income Produced
10X Yield Selected Bond Index Fund Class B R11 666.13
10X Yield Selected Bond ETF R11 663.19
Citadel SA Bond H4 Fund Class B1 R11 145.04
Nedgroup Investments Core Bond Fund Class A R11 018.20
Merchant West SCI Flexible Income Fund Class A1 R10 838.54
10X SA Government Bond Index Fund Class A R10 675.21
10X Wealth GOVI Bond ETF R10 655.38
Ninety One Corporate Bond Fund Class H R10 589.88
Oasis Bond Fund Class A R10 575.17
Portfoliometrix BCI Dynamic Income Fund Class A R10 534.69


Market Indicators
JSE ALSI 09:38 86 414.49 -1.04%
DJIA 27 Feb 43 239.50 -0.45%
Gold $/oz 09:35 2 859.99 -0.59%
Platinum $/oz 09:35 947.10 -0.02%
Brent Crude 09:35 72.90 -0.56%
ZAR / USD 09:34 18.51 0.25%
ZAR / EUR 09:34 19.22 0.13%
ZAR / GBP 09:34 23.29 0.15%

Economic Indicators
CPI %chng 27 Feb 3.20
PPI 27 Feb 1.10
Repo Rate 27 Feb 7.50
SA Prime Rate 27 Feb 11.00
BA Rate 29 Aug 5.40
R208 5 Feb 6.48
R186 27 Feb 8.28
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: