News and Insights

AI hasn't changed who we are. It's changed what we are capable of.

Part 1. A timeless investment philosophy, amplified. Part 2. The pace of change is the point.
Part 3. The gap between capability and adoption. Part 4. The value of being human.
Part 5. The other mind in the room.
 

Articles

02/07/2026 The quiet engine behind the AI boom 05/05/2026 Core Income Fund - Update 31/03/2026 Core Income Fund - Reasons to Invest

Interviews

06/05/2026 MoneywebNOW - How Marriott is using AI in their investment process. 17/11/2025 MoneywebNOW - Navigating offshore opportunities amid global uncertainty. 10/09/2025 MoneywebNOW - Rethinking investing in an age of uncertainty.

Videos

23/03/2026 Marriott Income Funds Update: Markets have been volatile but our income funds remain well positioned. 31/12/2025 Smart International Income Portfolio 08/02/2025 Smart International Equity Portfolio

Reports

31/01/2026 Expectations for 2026 – Market concentration, our emphasis on predictable sectors, and how AI is strengthening our research process.
25/03/2026 Abridged Report to Investors 2025
Local Offshore

Local Investments

What do you want to do?

Minimum investment

Product

Grow your wealth but have access to it when you need it.

R500 lump sum and/or R300 debit order

Unit Trusts

Draw an income from your retirement savings.

R50,000

Living Annuity

Draw an income from your personal wealth savings.

R50,000

Income Solution

Save for retirement in a tax efficient way.

R10,000 lump sum and/or R300 debit order

Retirement Annuity

Transfer your retirement savings when changing employment.

R50,000

Preservation Fund

Offshore Investments

What do you want to do?

Minimum investment

Product

Invest in an offshore share portfolio.

£25,000

International Share Portfolio (GBP)

Invest in a direct UK real estate Fund.

£10,000

First World Hybrid Real Estate plc (GBP)

Invest in offshore high-income portfolios.

£25,000 or $30,000

Smart International Income Portfolio

Invest in a offshore diversified equity Portfolio.

£25,000 or $30,000

Smart International Equity Portfolio

Invest in offshore unit trusts.

£1,000 or $1,000

Unit Trusts (USD and/or GBP)

Invest in global unit trusts.

R500 lump sum and/or R300 debit order

Unit Trust Feeder Funds (ZAR)

Preservation Fund

Where

Minimum investment

Product

I am transferring from a ...

R50,000

Pension Fund

I am transferring from a ...

R50,000

Provident Fund