Factsheets

Information and commentary for all funds and products.

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Local Offshore

Solutions

Income Solution

Marriott High Income Fund (FoF) Previous Factsheet Marriott Balanced Fund (FoF) Previous Factsheet Marriott Worldwide Fund (FoF) Previous Factsheet Marriott Essential Income Fund Previous Factsheet Marriott Money Market Fund Previous Factsheet

The Perpetual Annuity

Marriott High Income Fund (FoF) Previous Factsheet Marriott Balanced Fund (FoF) Previous Factsheet Marriott Worldwide Fund (FoF) Previous Factsheet Marriott Essential Income Fund Previous Factsheet Marriott Money Market Fund Previous Factsheet

The Retirement Annuity, The Income Preservation Fund and The Personal Portfolio

Managed Fund

Marriott Balanced Fund (FoF) Previous Factsheet

Fund Choice

Marriott Money Market Fund Previous Factsheet Marriott Income Fund Previous Factsheet Marriott Property Income Fund Previous Factsheet Marriott Dividend Growth Fund Previous Factsheet Marriott International Real Estate Feeder Fund Previous Factsheet Marriott First World Equity Feeder Fund Previous Factsheet

Unit Trusts

Local Funds

Income Funds

Marriott High Income Fund (FoF) Previous Factsheet Marriott Core Income Fund Previous Factsheet Marriott Income Fund Previous Factsheet

Equity Fund

Marriott Dividend Growth Fund Previous Factsheet

Multi Asset Funds

Marriott Balanced Fund (FoF) Previous Factsheet Marriott Worldwide Fund (FoF) Previous Factsheet Marriott Essential Income Fund Previous Factsheet

Property Funds

Marriott Property Equity Fund Previous Factsheet Marriott Property Income Fund Previous Factsheet

Rand-denominated International Funds

Marriott International Growth Feeder Fund Previous Factsheet Marriott International Real Estate Feeder Fund Previous Factsheet Marriott First World Equity Feeder Fund Previous Factsheet Marriott Global Income Fund Previous Factsheet

Money Market

Marriott Money Market Fund Previous Factsheet
Local Offshore

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