Marriott Dividend Growth Fund (Class R)

Code: HLMK

Overview

The Marriot Dividend Growth Fund in a well diversified equity fund which was launched in 1988. It is actively managed and is one of the top performing unit trusts as it has strongly outperformed the SA Allshare over the past five years. The fund’s income growth over the past 10 years has been 7% above inflation. The aim of the fund is provide investors with growing levels of dividend income.

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Marriott Dividend Growth Fund (Class R) Fact Sheet

Suitable for investors who...

  • Are looking for a high dividend yield and high dividend growth
  • Can tolerate a high level of volatility of returns in the short term
  • Want a fund which has the lowest volatility of all the general equity funds (5 yr)

Benchmark

The fund aims to achieve a dividend yield and dividend growth which is higher than that of the Financial and Industrial Index.

Strategy

The fund invests in companies listed on the JSE which are financially sound, are valued over R2-billion, and which have a consistent and sustainable dividend payout policy. The Marriot Dividend Growth Fund invests in companies such as Spar, Life Health Group and Vodacom.
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Fund performance

Source: Profile Data

Fund managers

simon-pearse

Simon Pearse

Other funds from Marriott

Marriott Dividend Growth Fund (Class R)


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