Designed and managed for South African investors looking to maximise their retirement lifestyles without the risk of running out of capital, the Marriott Essential Income Fund is a simple, low-cost and effective solution for retirement.
Our unique Income Focused investment approach, combined with an optimal long-term blend of the highest quality South African dividend paying companies (both property and equities) and government bonds, enables investors to avoid capital erosion by matching their income requirements with the income produced by the portfolio. Using the Essential Income Fund to "Spend the Income Not the Capital" provides the following benefits:
- Sustainable inflation hedged income for life - no longevity risk
- A higher "safe" drawdown than the traditional living annuity approach
- A similar income yield but with greater flexibility than guaranteed annuities
- Exposure to quality companies
Local
Offshore