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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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DYN
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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