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Marriott Balanced Fund Of Funds A (0P0000JZ4Z)

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29.014 +0.140    +0.48%
24/12 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 2.22B
Type:  Fund
Market:  South Africa
Issuer:  Marriott Unit Trust Mgmt Co
ISIN:  ZAE000129367 
Asset Class:  Equity
Marriott Balanced Fund of Funds A 29.014 +0.140 +0.48%

0P0000JZ4Z Overview

 
On this page you'll find an in-depth profile of Marriott Balanced Fund Of Funds A. Learn about the key management, total assets, investment strategy and contact information of 0P0000JZ4Z among other information.
Category

ZAR/NAD Moderate Allocation

Total Assets

2.22B

Expenses

2.17%

Inception Date

Oct 01, 2001

Investment Strategy

The portfolio is a prudential fund of funds and the investment objective of the portfolio is to have as its primary objective a growing managed income sufficient to hedge both income and capital against the effects of inflation. To this end and from time to time, investments will be held equity-based portfolios, equity-based property portfolios and fixed interest and other income-based portfolios in order to maximise the return over the long term. Such allocation will allow regulations governing retirement funds in the Republic.

Contact Information

Address 3610
Durban,
South Africa
Phone +27 (0)31 765 0700
Fax +27 (0)31 366 1222

Top Executives

Name Title Since Until
Duggan Matthews - 2017 Now
Lourens Coetzee - 2017 Now
David J. Elliott - 2017 Now
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