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
Mar 25
R 4.77 ⇓    R -2.78
⇓    -36.82%
High Avg. Low
R 7.97 R 7.35 R 4.77
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 ?

DYN

SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.

DYN

Distributions Info (in cents)
See Also
Oasis Property Equity Fund
Harvard House Property Fund
Anchor Property Fund
Marriott Property Income Fund
Plexus Wealth Property Fund
Asset Allocation Analysis
Fund Management
Management Company
Marriott
Investment Managers
Asset Manager
Marriott
Investment Managers
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.
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