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| Marriott Income Fund Fact Sheet MDD |
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Marriott Income Fund Fact Sheet MDD
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This 1993 income fund promise investors maximum income yields as well as maitaining capital stability through investing in high yields fixed income and securities and in liquid assets.
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| Fund Sector |
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| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
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0.69%-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 1993 |
33 years ago |
| Fund Benchmark |
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| Stefi Index |
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| Marriott Income Fund Unit Prices |
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Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Investment Managers |
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| Investment Managers |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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