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More Predictable
Investment Outcomes

Local and offshore investment offerings

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

Invest in a Unit Trust

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Invest Offshore

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Save for Retirement

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Draw an Income

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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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Latest News

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

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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.

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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.

Brochures

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

Factsheets

An Informative listing of frequently searched local and international topics.

Forms

All forms and other administration documents are available here.

LISP

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