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Marriott's Living Annuity Portfolios | | Marriott's Living Annuity Portfolio 0 | | Marriott's Living Annuity Portfolio 1 | | Marriott's Living Annuity Portfolio 2 |
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14.7390
+0.2021
(+1.390%)
NAV price (ZAR) Thu 3 Apr 2025 (change prev day)
Fund Performance
| Period Return %Growth of R1 000 |
 |
| * Not annualised |
| Period Return %Growth of R1 000 |
|
| * Not annualised |
Key Facts and Fund Objective
| Key Facts |
| Formation Date | 1 Apr 2014 |
| Fund Size (ZAR) | 466 402 340 |
| Latest Price | 1 473.90 |
| PlexCrowns |  |
| Total Expense Ratio (31/12) | 0.52% |
| Minimum Investment | R2 000 |
| TTM Distribution Yield | 6.06% |
| Key Facts |
| Formation Date | 1 Apr 2014 |
| Fund Size (ZAR) | 466 402 340 |
| Latest Price | 1 473.90 |
| PlexCrowns | |
| Total Expense Ratio (31/12) | 0.52% |
| Minimum Investment | R2 000 |
| TTM Distribution Yield | 6.06% |
| Fund Objective |
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The primary objective of the fund is to generate real (after-inflation) wealth for investors at lowest possible cost, with due cognizance of risk and, in particular, secular downside risk. This is achieved by consistently producing real returns and long-term capital growth through maximum exposure to equities (the asset class of choice over the long-term to protect investors against inflation) during bull markets, while minimising exposure to equities in secular bear markets. Although this portfolio aims to limit downside risk over the medium to long term, investors should be able to withstand capital volatility in the short term; the fund may produce negative returns in extreme years, albeit at a lower level than a fund that is only invested in shares....Read more
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| Fund Objective |
The primary objective of the fund is to generate real (after-inflation) wealth for investors at lowest possible cost, with due cognizance of risk and, in particular, secular downside risk. This is achieved by consistently producing real returns and long-term capital growth through maximum exposure to equities (the asset class of choice over the long-term to protect investors against inflation) during bull markets, while minimising exposure to equities in secular bear markets. Although this portfolio aims to limit downside risk over the medium to long term, investors should be able to withstand capital volatility in the short term; the fund may produce negative returns in extreme years, albeit at a lower level than a fund that is only invested in shares. The recommended investment term is three years and longer.
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| Fund Objective |
|
The primary objective of the fund is to generate real (after-inflation) wealth for investors at lowest possible cost, with due cognizance of risk and, in particular, secular downside risk. This is achieved by consistently producing real returns and long-term capital growth through maximum exposure to equities (the asset class of choice over the long-term to protect investors against inflation) during bull markets, while minimising exposure to equities in secular bear markets. Although this portfolio aims to limit downside risk over the medium to long term, investors should be able to withstand capital volatility in the short term; the fund may produce negative returns in extreme years, albeit at a lower level than a fund that is only invested in shares....Read more
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| Fund Objective |
The primary objective of the fund is to generate real (after-inflation) wealth for investors at lowest possible cost, with due cognizance of risk and, in particular, secular downside risk. This is achieved by consistently producing real returns and long-term capital growth through maximum exposure to equities (the asset class of choice over the long-term to protect investors against inflation) during bull markets, while minimising exposure to equities in secular bear markets. Although this portfolio aims to limit downside risk over the medium to long term, investors should be able to withstand capital volatility in the short term; the fund may produce negative returns in extreme years, albeit at a lower level than a fund that is only invested in shares. The recommended investment term is three years and longer.
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