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Marriott's Living Annuity Portfolios | Marriott's Living Annuity Portfolio 0 | Marriott's Living Annuity Portfolio 1 | Marriott's Living Annuity Portfolio 2 |
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8.8214
+0.3371
(+3.973%)
NAV price (ZAR) Wed 2 Apr 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 | 30 Jun 2015 |
Fund Size (ZAR) | 172 848 086 |
Latest Price | 882.14 |
PlexCrowns | |
Total Expense Ratio | - |
Minimum Investment | - |
TTM Distribution Yield | - |
Key Facts |
Formation Date | 30 Jun 2015 |
Fund Size (ZAR) | 172 848 086 |
Latest Price | 882.14 |
PlexCrowns | |
Total Expense Ratio | - |
Minimum Investment | - |
TTM Distribution Yield | - |
Fund Objective |
The Fund is a high risk, global, equity fund. The objective of this portfolio is to achieve capital appreciation by following a quantitative medium to long term equity strategy investing primarily in foreign markets. The portfolio is constructed using proprietary ranking and weighting methodologies to select momentum, value and blue-chip shares. Investments to be included in the Fund. Investments will be primarily in foreign markets but there will be no restrictions on the geographic asset allocation.
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Fund Objective |
The Fund is a high risk, global, equity fund. The objective of this portfolio is to achieve capital appreciation by following a quantitative medium to long term equity strategy investing primarily in foreign markets. The portfolio is constructed using proprietary ranking and weighting methodologies to select momentum, value and blue-chip shares. Investments to be included in the Fund. Investments will be primarily in foreign markets but there will be no restrictions on the geographic asset allocation.
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|
Fund Objective |
The Fund is a high risk, global, equity fund. The objective of this portfolio is to achieve capital appreciation by following a quantitative medium to long term equity strategy investing primarily in foreign markets. The portfolio is constructed using proprietary ranking and weighting methodologies to select momentum, value and blue-chip shares. Investments to be included in the Fund. Investments will be primarily in foreign markets but there will be no restrictions on the geographic asset allocation.
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|
Fund Objective |
The Fund is a high risk, global, equity fund. The objective of this portfolio is to achieve capital appreciation by following a quantitative medium to long term equity strategy investing primarily in foreign markets. The portfolio is constructed using proprietary ranking and weighting methodologies to select momentum, value and blue-chip shares. Investments to be included in the Fund. Investments will be primarily in foreign markets but there will be no restrictions on the geographic asset allocation.
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