Unit Trust Funds

Money Market

Marriott Money Market Fund

The Marriott Money Market Fund is ideally utilised as a parking bay to protect capital from short-term volatility, and should not be seen as a long-term solution for Investors.

Income Funds

Marriott High Income Fund of funds

Investors will receive a managed high yielding income with the potential for long-term income growth and relative capital stablility.

Marriott Core Income Fund

This actively managed fund follows the interest rate cycles and invests between property, bonds and cash at appropriate times.

Marriott Income Fund

The fund aims to provide capital stability.

Multi Asset Funds

Marriott Balanced Fund of Funds

Investors receive a moderate income that grows in line with inflation over time, combined with long-term capital growth.

Marriott Worldwide Fund of Funds

Investors receive an income stream that will outstrip inflation over time, coupled with long-term income growth resulting in superior total returns over time. The fund is diversified internationally.

Equity Fund

Marriott Dividend Growth Fund

The fund produces a positive real growth in dividend income.

Property Funds

Marriott Property Equity Fund

The fund produces a high yielding income with income growth over time.

Marriott Property Income Fund

The fund produces a high yielding income with income growth over time.

Rand-denominated International Funds

Marriott International Growth Feeder Fund

Invested in the US, UK and Europe with no emerging market exposure. The fund consists of international property, bonds, cash and equities, in any proportion.

Marriott International Real Estate Feeder Fund

Exposure to a geographically diversified international real estate portfolio and is fully invested at all times.

Marriott First World Equity Feeder Fund

Invested in the US, UK and Europe with no emerging market exposure. The fund consists of international equities.

Marriott Global Income Fund

The Fund incorporates high quality, high yielding offshore securities and liquid assets across the three major currencies (US dollar, UK pound sterling and euro).

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