Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Buy Now!
Manager's
Fact Sheet
Fund Profile
Manager's Commentary
Marriott Essential Income Fund  |  South African-Multi Asset-Flexible
0.8845    +0.0022    (+0.249%)
NAV price (ZAR) Fri 29 Nov 2024 (change prev day)


 
Risk Profile Overview
Fund's Risk Rating
LowMid-LowModerateMid-HighHigh
Sector Average Risk Rating
LowMid-LowModerateMid-HighHigh
Costs/Fees Band
 ▼   
Below 1%1-1.5%1.5-2%2-3%Above 3%
PlexCrowns
<i><b>  Size</b></i><hr/>This chart shows the size of the fund compared to all the funds in its sector.
Size
 
<i><b>  Diversification</b></i><hr/>This chart shows the number of holdings for the fund compared to the average number of holdings of all the funds in its sector.
Diversification
 
<i><b>  Risk</b></i><hr/>This chart shows the risk (volatility over 3 years) for the fund compared to the average volatility of all the funds in its sector.
Risk
 
<i><b>  Performance</b></i><hr/>This chart shows the 3 year performance for the fund compared to the average performance of all the funds in its sector over the same period.
Performance
 
Risk Measures Benchmark:
Total
Return		 chart
Volatility chart
Maximum
Drawdown		 chart
Sharpe
Ratio		 chart
Sortino
Ratio		 chart
  
Total
Return		 chart
Volatility chart
Maximum
Drawdown		 chart
Sharpe
Ratio		 chart
Sortino
Ratio		 chart
 
Risk Return Characteristics
View risk/return over 		Show Funds
Zoom:
*Standard Deviation is calculated on the daily NAV move for the period

Powered by ProfileData
Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

Follow us on: