The Personal Portfolio is designed to accumulate new capital and to grow the value of your investment, allowing you to build your retirement capital whilst having flexibility for future needs. Your investment choice will produce a reliable income which is automatically reinvested until it is needed, and your capital is accessible at any time.
Investment Choice
Choose between the Marriott Balanced Fund as the default managed portfolio (Reg 28), or a limited range of Marriott Unit Trusts (no Reg 28 restrictions).
Income
Automatically reinvested to accumulate capital.
Capital
Capital is accumulated through the reinvestment of income, and from growth in this income.
Flexibility
Rebalance your portfolio at any time.
Fees
General Information
Local
Offshore