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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 |
SA – Real Estate – General |
Fund Maximum Annual Fee * |
1.15%-N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
Distribution Periods |
Quarterly |
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Launch Date |
Sep 1996 |
29 years ago |
Fund Benchmark |
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.
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
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Distributions Info (in cents) |
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Asset Allocation Analysis |
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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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