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 ?

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.

Distributions Info (in cents)
See Also
Harvard House Property Fund
Ampersand Property Fund
Marriott Property Income Fund
Satrix Property ETF
Oasis Property Equity Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.