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 17 Apr 2025 to 17 Apr 2026
Fund Name Income Produced
Annualised Return
Marriott Balanced Fund of Funds Class A R4 528.83 15.59%
Marriott Core Income Fund Class A R7 293.49 12.65%
Marriott Dividend Growth Fund Class R R2 489.34 15.14%
Marriott Essential Income Fund Class C R6 818.59 26.37%
Marriott First World Equity Feeder Fund Class A R1 901.11 4.83%
Marriott Global Income Fund Class A R1 524.78 -9.06%
Marriott High Income Fund of Funds Class A R7 035.43 12.35%
Marriott Income Fund Class R R7 611.71 11.87%
Marriott International Growth Feeder Fund Class A R2 311.95 3.56%
Marriott International Real Estate Feeder Fund Class A R3 113.24 -0.75%
Marriott Money Market Fund Class A R7 218.90 7.46%
Marriott Property Equity Fund Class R R6 494.11 24.34%
Marriott Property Income Fund Class A R6 333.96 25.87%
Marriott Worldwide Fund of Funds Class A R2 862.24 9.43%

View Top over
 
Funds are ranked based a lump sum investment of R100 000
Fund Name Income Produced
Metope Property Income Prescient Fund Class A R11 943.83
Prescient Flexible Bond Fund Class A2 R11 722.77
10X Yield Selected Bond Index Fund Class B R11 083.62
Stylo Fixed Bond 2040 Prescient Fund Class A1 R10 915.60
Prescient Portable Alpha Bond Fund Class A1 R10 761.75
Oasis Bond Fund Class A R10 621.11
Ninety One Corporate Bond Fund Class H R10 481.44
PSG Bond Fund Class A R10 443.59
Nedgroup Investments Core Bond Fund Class A R10 399.60
M&G Bond Fund Class A R10 074.89


Market Indicators
JSE ALSI 17 Apr 121 249.37 2.13%
DJIA 17 Apr 49 447.43 1.79%
Gold $/oz 17 Apr 4 833.56 1.12%
Platinum $/oz 04:19 2 141.70 1.35%
Brent Crude 04:19 90.38 -1.62%
ZAR / USD 00:40 16.30 -0.11%
ZAR / EUR 01:55 19.18 0.00%
ZAR / GBP 10:50 22.03 -0.09%

Economic Indicators
CPI %chng 16 Apr 3.00
PPI 16 Apr 1.80
Repo Rate 16 Apr 6.75
SA Prime Rate 16 Apr 10.25
BA Rate 29 Aug 5.40
R208 5 Feb 6.48
R186 9 Dec 7.33
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: