Marriott Property Equity Fund Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Dec 24
R 7.73    R -.22
   -2.77%
High Avg. Low
R 7.97 R 6.27
Fund Information
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
Fund Information
Launch Date
Sep 1996 29 years ago
Fund Benchmark
Jse Sapy Index
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 161 Mil.


Marriott Property Equity Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.

Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

Distributions Info (in cents)
See Also
Ninety One Property Equity Fund
Anchor Property Fund
Nedgroup Investments Property Fund
Marriott Property Equity Fund
SIM Property Equity Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.