All asset management decisions are made together with the Marriott Investment Committee using an income-focused approach to investing.
FUND OBJECTIVES AND FOCUS
This is a rand-denominated feeder fund that invests all its assets in the Marriott International Income Growth Fund. The objective and mandate of the Marriott International Income Growth Fund is to generate long-term capital growth and a distributable income stream through holding a combination of dividend paying equities, bonds, listed real estate securities and money market instruments.
The fund will be managed to achieve a gross yield in US dollar terms comparable to the yield generated by the average of the S-P 500 Index and the JP Morgan Global Government Bond Index, and generate capital growth in US dollars in excess of US Consumer Price Inflation.