Marriott Investment Managers

Expectations Report 2021

More Predictable Investment Outcomes.

Local Investments

Providing for your income and capital growth needs through all life stages.

Offshore Investments

Access to high quality, dividend-paying companies for long-term growth.

Marriott's Core Income Fund

Invest for income in turbulent times.

Offshore Update

Quality companies will keep you on track.

Investment Tools

See what our predictable investment outcomes can deliver for you.

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International Investments

I would like to ...		Product
	Invest outside South Africa.	International Investments
	Grow my wealth but also have access to it when I need it.	South African Unit Trusts
	Save for retirement in a tax-efficient way.	Retirement Annuity
	Receive a monthly income from my savings.	Income Solution
	Draw an income from my retirement savings.	Living Annuity
	Preserve my retirement savings when changing jobs.	Preservation Fund

Denominated in a Foreign Currency		Denominated in Rands
	International Share Portfolio		Feeder Fund Unit Trusts
	Direct UK Property Solution
	International Unit Trusts
International investments denominated in a foreign currency would require you to use your foreign currency allowance of up to R10 million per year. If your investment is larger than R1 million per year, tax clearance will be required.