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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 23 Apr 2025 to 23 Apr 2026
Fund Name Income Produced
Annualised Return
Marriott Balanced Fund of Funds Class A R4 492.56 14.15%
Marriott Core Income Fund Class A R7 265.15 11.89%
Marriott Dividend Growth Fund Class R R2 457.89 12.39%
Marriott Essential Income Fund Class C R6 744.42 22.47%
Marriott First World Equity Feeder Fund Class A R1 882.45 4.51%
Marriott Global Income Fund Class A R1 539.12 -7.14%
Marriott High Income Fund of Funds Class A R7 008.51 11.59%
Marriott Income Fund Class R R7 587.40 11.31%
Marriott International Growth Feeder Fund Class A R2 291.23 3.53%
Marriott International Real Estate Feeder Fund Class A R3 111.95 0.08%
Marriott Money Market Fund Class A R7 218.90 7.46%
Marriott Property Equity Fund Class R R6 467.65 22.20%
Marriott Property Income Fund Class A R6 306.95 23.51%
Marriott Worldwide Fund of Funds Class A R2 838.91 8.85%

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Funds are ranked based a lump sum investment of R100 000
Fund Name Income Produced
1NVEST SA Bond ETF R12 201.82
Metope Property Income Prescient Fund Class A R11 863.00
Prescient Flexible Bond Fund Class A2 R11 753.03
10X Yield Selected Bond ETF R11 167.51
10X Yield Selected Bond Index Fund Class B R11 113.41
Stylo Fixed Bond 2040 Prescient Fund Class A1 R10 946.07
Prescient Portable Alpha Bond Fund Class A1 R10 769.23
Oasis Bond Fund Class A R10 634.40
Ninety One Corporate Bond Fund Class H R10 419.68
PSG Bond Fund Class A R10 384.54


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