Invest your retirement cash lump sum or other discretionary savings, into a combined, single investment when you need a monthly income, with access to your capital when you need it. Read our Solutions for Retirement brochure for more detailed information.
Choose one, or a combination, of our underlying funds to find a solution that suits your individual income and capital requirements. View our Factsheet for more information on our underlying funds.
Withdrawals may be made from your capital investment at anytime but are a CGT event.
The investment forms part of your estate (no beneficiary nominations).
0%
Max 3% (paid from consideration received)
(Includes Intermediary Administration Fee)
High Income Fund
1.00%
0.75%
Balanced Fund
1.75%
1.25%
Worldwide Fund
1.75%
1.25%
Essential Income Fund
-
0.75%
Money Market Fund
0.25%
-
(paid from distributions earned and where necessary through a repurchase of units)
0.75%
1.00%
(paid from Marriott Annual Management Fee to Advisor)
0.25%
0%
Lump Sum
R50 000
Additional Investment
R10 000
Debit Order
-
Dated as at the end of Feb, May, Aug, Nov
IT3b and IT3c
Monthly
25th or 31st of the month: Processed as a repurchase of units. Distribution earned at the end of the month is reinvested.
3rd working day of the month: Income is paid from income earned. Any shortfall is funded by a repurchase of units. Any excess income is reinvested.
The Money Market account can be used in conjunction with the other Fund Choices to facilitate the payment of monthly income if you want unit stability in your income-producing assets, and for Income Solution clients who want to avoid incurring CGT.
Fees
General Information
Local
Offshore