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Please Note: We don't send banking details to clients via email, and we don’t use WhatsApp, Telegram or other social media platforms for communication, marketing or advertising. Contact us immediately if you have any concerns or wish to verify communication: 0800 336 555, +27 (0)31 765 0700, or info@marriott.co.za.

Why Choose Marriott

Understand our investment philosophy and see an overview of our product offering.

About Marriott

Start Your Investment Journey

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Invest in a Unit Trust

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Offshore icon

Invest Offshore

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Retirement icon

Save for Retirement

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Income icon

Draw an Income

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Invest Now
Marriott's core range of unit trust funds

Income - High

Core Income Fund
Highest yield possible with low capital volatility.
Investment Period

2 Years +

Low-Medium Risk
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Income Inflation Protection

Balanced Fund
(Reg 28)
Inflation hedged income and capital growth.
Investment Period

3 Years +

Medium Risk
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Property Income Fund
Reliable and growing income from Property.
Investment Period

5 Years +

Medium-High Risk
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Wealth creation through reinvesting growing dividends

First World Equity Feeder Fund
Inflation hedged dividend and capital growth from global companies.
Investment Period

5 Years +

High Risk
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Dividend Growth Fund
Reliable and growing income from local and global companies.
Investment Period

5 Years +

High Risk
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See full range of Marriott unit trust funds

International Investment Mandate

  • International Share Portfolio
Invest in high quality, dividend-paying companies and globally listed securities.
Minimum

£25,000

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  • Direct UK Property Fund
First World Hybrid Real Estate Fund is a portfolio of UK commercial property and listed REITS.
Minimum

£10,000

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  • Smart Income Portfolios
Invest in tax-efficient, offshore high-income portfolios.
Minimum

£25,000/$30,000

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  • Smart Equity Portfolio
Invest in a tax-efficient, diversified offshore equity portfolio.
Minimum

$30,000

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Unit Trusts

  • International Unit Trusts
Access high quality, dividend-paying companies and listed real estate securities.
Minimum

$/£1,000

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  • International Feeder Funds
Invest in our International Unit Trusts in ZAR.
Minimum

R500

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  • Retirement Annuity

Contribute monthly, or when you can, to save for your retirement.
Minimum R300/month

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  • Preservation Fund

Preserve and grow your retirement benefits when changing employment.
Minimum R50,000

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  • Living Annuity

Invest your retirement benefits to receive a reliable income.
Minimum R50,000

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  • Income Solution

Invest your personal savings to receive a reliable income.
Minimum R50,000

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Latest News

Stay up to date with the latest investment news and info.

View all
equity Article: New Offshore Equity Portfolio Build your financial future on quality - robust risk-adjusted returns, greater consistency, and lower costs. Expectations Report Expectations for 2025 Read how our Investment Style provides investors with stability and resilience over the long term. graph image Article: First World Interest Rates. Do you want to take advantage of the highest First World interest rates in decades?

Additional Info

Browse all available information for our products and services.

Tools

See what our predictable investment outcomes can deliver for you.

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Brochures

Browse through a list of our brochures to better understand our service offerings.

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Factsheets

An Informative listing of frequently searched local and international topics.

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Forms

All forms and other administration documents are available here.

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LISP

Linked Investment Services Providers are institutions that package many unit trusts into one entry point.

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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 Share Portfolio (GBP)

Invest in a direct UK real estate Fund.

£10,000

First World Hybrid Real Estate plc (GBP)

Invest in offshore high-income portfolios.

£25,000 or $30,000

Smart International Income Portfolio

Invest in a offshore diversified equity Portfolio.

£25,000 or $30,000

Smart International Equity 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