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Marriott Research Portal - Offers unique, income focused features
 
Marriott's Living Annuity Portfolios • Review Marriott's Living Annuity approach
Living Annuity Analysis • Analyse how drawing an income from a portfolio of your preferred funds impacted the investment outcome.
• Compare Income production vs. Income drawn.
View, Compare & Rank Funds • Analyse and compare unit trusts focusing on income production, not just total return.
 
View all Marriott Funds Performance and Income Produced over
 
Funds are ranked based on the annualised return of the Total Return Index (NAV to NAV with dividends reinvested on payment date) invested with a lump sum of R100 000 from 11 Jun 2024 to 11 Jun 2025
Fund Name Income Produced
Annualised Return
Marriott Balanced Fund of Funds Class A R4 662.47 11.80%
Marriott Core Income Fund Class A R8 336.63 12.25%
Marriott Dividend Growth Fund Class R R2 977.81 12.64%
Marriott Essential Income Fund Class C R7 042.45 23.81%
Marriott First World Equity Feeder Fund Class A R2 011.21 3.74%
Marriott Global Income Fund Class A R3 199.91 0.06%
Marriott High Income Fund of Funds Class A R8 187.77 12.03%
Marriott Income Fund Class R R8 677.26 11.63%
Marriott International Growth Feeder Fund Class A R2 155.34 2.49%
Marriott International Real Estate Feeder Fund Class A R3 168.34 1.17%
Marriott Money Market Fund Class A R7 994.30 8.29%
Marriott Property Equity Fund Class R R6 845.57 21.72%
Marriott Property Income Fund Class A R6 685.60 23.77%
Marriott Worldwide Fund of Funds Class A R2 862.60 6.63%

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Funds are ranked based a lump sum investment of R100 000
Fund Name Income Produced
10X Yield Selected Bond Index Fund Class B R11 750.75
10X Yield Selected Bond ETF R11 714.19
Nedgroup Investments Core Bond Fund Class A R11 022.58
Ninety One Corporate Bond Fund Class H R10 824.01
Merchant West SCI Flexible Income Fund Class A1 R10 811.83
Oasis Bond Fund Class A R10 782.32
10X Wealth GOVI Bond ETF R10 716.76
1NVEST Inflation Linked Bond Index Tracker Fund Class A R10 694.91
10X SA Government Bond Index Fund Class A R10 688.85
Prescient Income Plus Fund Class A2 R10 643.22


Market Indicators
JSE ALSI 12:23 96 664.60 0.27%
DJIA 11 Jun 42 865.77 0.00%
Gold $/oz 12:18 3 369.83 0.45%
Platinum $/oz 12:18 1 267.80 2.37%
Brent Crude 12:18 68.67 -2.91%
ZAR / USD 12:18 17.85 0.67%
ZAR / EUR 12:18 20.67 1.48%
ZAR / GBP 12:18 24.23 0.89%

Economic Indicators
CPI %chng 11 Jun 2.80
PPI 11 Jun 0.50
Repo Rate 11 Jun 7.25
SA Prime Rate 11 Jun 10.75
BA Rate 29 Aug 5.40
R208 5 Feb 6.48
R186 11 Jun 7.85
R204 18 Dec 6.20

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