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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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| 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 |
30 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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Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.
DYN
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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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