Not logged in
|
Marriott's Living Annuity Portfolio View Funds | Domestic Funds | Management Companies | Alphabetic Index | Sector Index | Offshore Funds | Management Companies | Alphabetic Index | Sector Index |
|
Login
|
E-mail
Print
20.5821
-0.0877
(-0.424%)
NAV price (ZAR) Fri 13 Jun 2025 (change prev day)
Fund Performance
Period Return %Growth of R1 000 |
 |
* Not annualised |
Period Return %Growth of R1 000 |
 |
* Not annualised |
Key Facts and Fund Objective
Key Facts |
Formation Date | 3 Feb 2020 |
Fund Size (ZAR) | 3 766 016 502 |
Latest Price | 2 058.21 |
PlexCrowns | |
Total Expense Ratio (31/03) | 1.02% |
Minimum Investment | - |
TTM Distribution Yield | 2.86% |
Key Facts |
Formation Date | 3 Feb 2020 |
Fund Size (ZAR) | 3 766 016 502 |
Latest Price | 2 058.21 |
PlexCrowns | |
Total Expense Ratio (31/03) | 1.02% |
Minimum Investment | - |
TTM Distribution Yield | 2.86% |
Fund Objective |
The objective of this portfolio is to provide capital growth over the medium to long term. The portfolio aims to achieve a return of at least 6% above CPI per annum, measured over rolling 7 year periods. The portfolio aims to limit downside risk over the medium to long term, but investors must be able to withstand capital volatility.
|
|
Fund Objective |
The objective of this portfolio is to provide capital growth over the medium to long term. The portfolio aims to achieve a return of at least 6% above CPI per annum, measured over rolling 7 year periods. The portfolio aims to limit downside risk over the medium to long term, but investors must be able to withstand capital volatility.
|
|
Fund Objective |
The objective of this portfolio is to provide capital growth over the medium to long term. The portfolio aims to achieve a return of at least 6% above CPI per annum, measured over rolling 7 year periods. The portfolio aims to limit downside risk over the medium to long term, but investors must be able to withstand capital volatility.
|
|
Fund Objective |
The objective of this portfolio is to provide capital growth over the medium to long term. The portfolio aims to achieve a return of at least 6% above CPI per annum, measured over rolling 7 year periods. The portfolio aims to limit downside risk over the medium to long term, but investors must be able to withstand capital volatility.
|
|