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| Marriott Property Equity Fund Fact Sheet MDD |
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Marriott Property Equity Fund Fact Sheet MDD
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The primary investment objective of this medium risk rated unit trust fund is the return of acceptable dividend yields combined with long-term growth of income and capital.
The fund will invest in financially sound listed property shares, property unit trusts, and property loan stocks.
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| High | Avg. | Low |
| R 7.97 | R 6.27 | |
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| Fund Sector |
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| SA – Real Estate – General |
| Fund Maximum Annual Fee * |
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1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Sep 1996 |
29 years ago |
| Fund Benchmark |
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| Jse Sapy Index |
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| Marriott Property Equity Fund Unit Prices |
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Conglomate Old Mutual acquired asset manager Marriott in 2005.
In 22003, asset manager Coronation listed on the JSE stock exchange.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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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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