Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Buy Now!
Manager's
Fact Sheet
Fund Profile
Manager's Commentary
Marriott Dividend Growth Fund  |  South African-Equity-General
101.1783    -0.3334    (-0.328%)
NAV price (ZAR) Wed 2 Apr 2025 (change prev day)


HLMK R-Class Performance Charts
3 months performance chart
6 months performance chart
1 year performance chart
3 years performance chart
     Fund        Benchmark
Performance Overview
R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -1.56% 984.40 1021.89
6 Mnths* -1.66% 983.40 1021.01
1 Year 8.29% 1082.90 1032.46
3 Years 6.87% 1220.70 1054.98
5 Years 8.88% 1530.20
10 Years 3.72% 1440.50 1052.20
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -2.39% 295.24 274.90
6 Mnths* -2.35% 591.84 536.41
1 Year 1.38% 1209.00 1062.27
3 Years 6.63% 3992.99 3274.06
5 Years 7.42% 7283.31 5688.03
10 Years 5.16% 15731.40 12392.61
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Marriott Dividend Growth Fund - R Class       Sector
Quartile Ranking Data
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised

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 has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.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: