Unit Trust Funds

Income Funds

  • Marriott High Income Fund of Funds

Its primary objective, a high income yield combined with the protection of the value of capital invested over the long term.

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  • Marriott Core Income Fund

Apart from assets in liquid form, this portfolio will invest in high yielding equity, interest bearing and financial instruments.

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  • Marriott Income Fund

The Marriott Income Fund has as its primary objective to maximise income yield as well as achieve capital stability.

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Equity Fund

  • Marriott Dividend Growth Fund

The Marriott Dividend Growth Fund has as its primary objective an acceptable dividend yield combined with long term growth of income and capital.

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Multi Asset Funds

  • Marriott Balanced Fund of Funds

The funds's primary objective - a growing managed income sufficient to hedge both income and capital against the effects of inflation.

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  • Marriott Worldwide Fund of Funds

This is a flexible fund and has, as its primary objective, to produce an acceptable dividend yield combined with long-term growth of income and capital.

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  • Marriott Essential Income Fund

The Marriott Essential Income Fund has as its primary objective to provide a high level of reliable income for investors and to grow this income in line with inflation over time.

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Property Funds

  • Marriott Property Equity Fund

The Marriott Property Equity Fund has as its primary objective an acceptable dividend yield combined with long-term growth of income and capital.

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  • Marriott Property Income Fund

The Marriott Property Income Fund has as its primary objective long term growth in dividend (or rental) income and hence capital.

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Money Market

  • Marriott Money Market Fund

This fund's primary objective is to maximise interest income while preserving capital and providing immediate liquidity through investments in high quality money market instruments.

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Rand-denominated International Funds

  • Marriott International Growth Feeder Fund

The Marriott International Growth Feeder Fund is a rand-denominated feeder fund that invests all its non-cash assets in the Marriott International Growth Fund.

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  • Marriott International Real Estate Feeder Fund

The Marriott International Real Estate Feeder Fund is a rand-denominated feeder fund that invests all its non-cash assets in the Marriott International Real Estate Fund.

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  • Marriott First World Equity Feeder Fund

The Marriott First World Equity Feeder Fund is a rand-denominated feeder fund that invests all its non-cash assets in the Marriott First World Equity Fund.

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  • Global Income Fund

The Marriott Global Income Fund a rand-denominated fund which has as it's primary objective, maintenance of a high level of income, whilst maintaining capital stability in US Dollars.

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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