CALL US021 001 2323

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.

Downloads

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 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.
‹ Back to all funds

Fund performance

Source: Profile Data

Fund managers

simon-pearse

Simon Pearse

Other funds from Marriott

Marriott Dividend Growth Fund (Class R)


Ready to invest?
x

Let's chat

One of our investment consultants will contact you shortly.
x

Newsletter Signup

Please complete all information below to sign up.
x

Need Advice?

xxx OK

Discover your investment needs with our calculators

×
I’d like to invest for...