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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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| R 4.77 | ⇓ | R -2.78 |
| ⇓ | -36.82% |
| High | Avg. | Low |
| R 7.97 | R 7.35 | R 4.77 |
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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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Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
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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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