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| Marriott High Income FOF Fact Sheet MDD |
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Marriott High Income FOF Fact Sheet MDD
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The main investment objective of this fund is to generate high income yields that are combined with the protection of the value of the capital.
The fund will invest in liquid assets in fixed interest based funds and other income generating funds.
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| Fund Sector |
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| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
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1.15.%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Monthly |
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| Launch Date |
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| Oct 2001 |
25 years ago |
| Fund Benchmark |
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| Jse Albi Index |
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| Marriott High Income FOF Unit Prices |
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Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.
In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.
In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Marriott |
| Investment Managers |
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| Marriott |
| Investment Managers |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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