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Marriott Dividend Growth Fund (Class R)

Code: HLMK

Overview of Marriott Dividend Growth Fund (Class R)

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.

Fund performance

Source: Profile Data

Downloads

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 Marriott Dividend Growth Fund aims to achieve a dividend yield and dividend growth which is higher than that of the Financial and Industrial Index.

Strategy of Marriott Dividend Growth Fund

The Marriott Dividend Growth 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.

Fund managers

simon-pearse

Simon Pearse

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Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?