About Marriott

Marriott Investment Managers was established in 1987. We currently hold over R33.4 billion in assets under management (31 March 2024). 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 Investments

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:

  • 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.
  • 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.

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.

filter process infographic

Local Investments

What do you want to do?

Minimum investment

Product

Grow your wealth but have access to it when you need it.

R500 lump sum and/or R300 debit order

Unit Trusts

Draw an income from your retirement savings.

R50,000

Living Annuity

Draw an income from your personal wealth savings.

R50,000

Income Solution

Save for retirement in a tax efficient way.

R10,000 lump sum and/or R300 debit order

Retirement Annuity

Transfer your retirement savings when changing employment.

R50,000

Preservation Fund

Offshore Investments

What do you want to do?

Minimum investment

Product

Invest in an offshore share portfolio.

£25,000

International Investment Portfolio (GBP)

Invest in a direct UK real estate Fund.

£10,000

First World Hybrid Real Estate plc (GBP)

Invest in currency accounts in £ or $.

£25,000 or $30,000

Smart International Income Portfolio

Invest in offshore unit trusts.

£1,000 or $1,000

Unit Trusts (USD and/or GBP)

Invest in global unit trusts.

R500 lump sum and/or R300 debit order

Unit Trust Feeder Funds (ZAR)

Preservation Fund

Where

Minimum investment

Product

I am transferring from a ...

R50,000

Pension Fund

I am transferring from a ...

R50,000

Provident Fund