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| Marriott Core Income Fund Fact Sheet MDD |
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Marriott Core Income Fund Fact Sheet MDD
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The fund main aims is to generate a high and growing income.
To meet this objective the fund will invest in high yielding equities, interest-bearing and financial instruments.
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| Fund Sector |
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| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
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1.15% - Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Monthly |
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| Launch Date |
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| Feb 2001 |
25 years ago |
| Fund Benchmark |
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| JSE Albi Index |
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| Marriott Core Income Fund Unit Prices |
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The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Marriott |
| Investment Managers |
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| Marriott |
| Investment Managers |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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