Dividend Growth Fund

Fund Objective

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.

General Information

  • Currency

ZAR

  • Fund Classification

South African – Equity – General

  • Unit Class

R

  • 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

  • Risk Category

Aggressive

Fund Limits and Constraints

None other than standard Collective Investment Schemes Control Act and the ASISA Fund Classification.

Fees and Charges (excluding VAT)

  • Advisor Initial Fee

Maximum 3.0%

  • Advisor Annual Fee

Maximum 0.5%

  • Marriott Initial Fee

0%

  • Marriott Annual Management Fee

1.0%

How to access this fund

Speak to your Financial Advisor about investing with Marriott.

  • Direct with Marriott

Use our secure, paperless online investing option.

Invest Now
  • Invest via select LISPs

See which platform this fund is offered on.

LISP Access

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