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.
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).
Automatically reinvested to accumulate capital.
Capital is accumulated through the reinvestment of income, and from growth in this income.
Withdrawals can be made at any time, but are a CGT event.
The investment forms part of your estate (no beneficiary nominations).
Fees | Technical Information |
Marriott Initial Fee |
0% | |||||
Advisor Initial Fee |
Max 3% | |||||
Marriott Annual Management Fee |
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Advisor Annual Fee |
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Intermediary Admin Fee |
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Please note that fees are quoted excluding VAT.
Minimums | |
Lump Sum |
R50 000 |
Additional Investment |
R10 000 |
Debit Order |
R300 |
Income Details | |
Distribution |
All distributions earned are reinvested |
Client Statements | |
Quarterly Statements |
January, April, July and October |
Annual Reporting |
IT3b and IT3c |