|
| Marriott Property Equity Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Marriott Property Equity Fund Fact Sheet MDD
|
|---|
|
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.
|
|
| 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 |
|
| Launch Date |
|---|
| Sep 1996 |
30 years ago |
| Fund Benchmark |
|---|
| Jse Sapy Index |
|
| Marriott Property Equity Fund Unit Prices |
|---|
|
|
|
|
Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
Met Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.
|
|
| Distributions Info (in cents) |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| Marriott |
| Investment Managers |
|
| Marriott |
| Investment Managers |
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|