About Marriott    

Marriott Investment Managers was established in 1987. We currently hold over R34.1 billion in assets under management (31 March 2022). Marriott offers a number of investment options including South African unit trusts and investment products, international unit trusts, an offshore share portfolio and a direct UK property fund. Marriott was acquired by Old Mutual in 2005 and now forms part of the Old Mutual Investment Group as an independent boutique.

Our aim is to create financial peace of mind through more predictable investment outcomes and personalised service.

Investment Offering

We offer a range of local and offshore investment options to suit investors’ needs and goals across all life stages.

 Local Investments 
 Offshore Investment 
 
 
Draw an Income

Living Annuity
Draw a tailored income from your retirement fund savings.

Income Solution
Reinvest or draw the income from your personal wealth savings.
Save for Retirement

Retirement Annuity
Save for retirement and receive tax deductions on your contributions.

Preservation Fund
Transfer retirement savings when changing employment and save on tax.
Invest in Unit Trusts

Local
Start a basic unit trust investment in Rands.

Offshore
Use your annual foreign investment allowance and invest in GBP or USD.
Offshore Share Portfolio

International Investment Portfolio

Own shares in high quality, dividend-paying companies, which are listed globally.

UK Direct Property Fund

First World Hybrid Real Estate Plc

Own shares in a direct property fund of UK warehousing, regional offices and listed REITS.

Investment Style

We apply our investment style across our range of funds and products to provide more predictable investment outcomes.

Our income focused investment style is based on a business truth that the value of a company grows, over time, at the rate at which its profits grow. In the same way, the value of an investment, over time, grows at the rate at which its dividends grow. Income growth will drive capital value growth.

An Income Focused Investment Style requires:

  1. The selection of securities that produce reliable income streams, ideally growing. This enables us to give you a more predictable investment outcome, allowing you to plan for your income needs now and in the future.
  2. The purchase of these securities (and their income streams) at appropriate prices. We buy when the income yield is above the long term average, making sure you get good value for your investment.

How does this style benefit investors:

• Above-average risk-adjusted returns
• A more predictable investment outcome
• An increase in investment value in line with income growth
• Reliable income to fund your lifestyle now or to reinvest to fund your lifestyle in the future

Although capital growth receives a great deal of investor attention, investing is ultimately all about income. Retired investors invest to generate an income stream. Pre-retirement investors invest to provide for their future income needs.

We invest in securities issued by large companies that are trading at acceptable yields and have a proven track record of paying regular dividends or interest, thus ensuring consistent and reliable distributions to investors. This, along with the growth in dividends from these underlying investments, ensures more certainty with regard to long-term capital growth from our funds.

  Read more about our Investment Style

More predictable investment outcomes

Core to our philosophy, and key to achieving more predictability, is to invest in high quality securities. Whether it be equities, property, bonds or cash we only select securities which generate reliable income, consistently. By investing exclusively in quality holdings, the likelihood of achieving an acceptable and more predictable outcome over the long term increases significantly. And, having more certainty of outcome means you can plan better, now and into the future.

Quality companies for a successful investment outcome

We take a long-term view and select companies we are comfortable holding in our portfolios for 10 years or more. We apply a stringent filter process when selecting companies for our portfolios which ensures we hold only top-quality companies that can reliably grow their dividends through all stages of interest rate, business and economic cycles for a successful long-term investment outcome.

The companies that make it through the filter process tend to be market leaders and produce goods or services that are integral to the lives of their customers. These are qualities that are often under-appreciated when times are good but become increasingly valued in adverse market conditions.

Tips for investors to reduce financial anxiety

Recognise that capital values are volatile in the short-term
  • The price at which investments trade on the securities exchange in the short-term is affected by factors beyond our control, such as interest rates and inflation.
  • This short-term volatility should not cause concern as long as the investment continues producing the income as expected.
Look at income and capital separately
  • Income and capital values of an investment are affected by different factors in the short-term.
  • In general, more can be known about the income produced by an investment than the reason for short-term volatility.
Investing is for the long-term – 10 years +
  • Monitoring the prices of your investments every day is not constructive.
  • A short-term horizon can be very disruptive when trying to accumulate capital and grow its value.
  • Rather monitor the income that is being produced by those investments.
Don't speculate with your life savings
  • Buying at the bottom and selling at the top
  • Looking for the next best-performing investment

This strategy appears good in theory, but invariably produces anxiety and mixed results. Speculating is usually based on little fundamental knowledge of the investment itself.