The Marriott Dividend Growth Fund has as its primary objective an acceptable dividend yield combined with long term growth of income and capital. To achieve this objective the fund will seek out fundamentally sound listed companies that currently pay dividends and possess the potential for consistent and sustainable dividend growth in the future. The fund aims to achieve a dividend yield for its investors in excess of the dividend yield of the Financial and Industrial Index and to grow distributions in excess of the dividend growth achieved by the Financial and Industrial Index measured over rolling two-year periods.
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|Fund Classification||South African – Equity – General|
|Inception Date||1 August 1988|
|Minimum Initial Investment||R500|
|Minimum Additional Investment||R300|
|Minimum Debit Order||R300|
|Distribution Declaration Dates||31 March, 30 June, 30 September, 31 December|
|Distribution Payment Dates||3 to 4 working days after declaration|
None other than standard Collective Investment Schemes Control Act and the ASISA Fund Classification.
|Advisor Initial Fee||maximum 3.0%|
|Advisor Annual Fee||maximum 0.5%|
|Marriott Initial Fee||0%|
|Marriott Annual Management Fee||1.0%|
For more details on the fees and charges, please refer to the Terms and Conditions.