Marriott International Funds - Marriott First World Equity Fund Acc

Marriott IF First World Equity focuses on building a diversified portfolio primarily composed of dividend-paying stocks from major indexes like the S&P 500, FTSE 350, and FTSEurofirst 300 Eurozone. To support income and growth objectives, the fund also includes liquid assets in US Dollars, Euros, and Sterling, such as cash and high-quality short-term money market instruments. Additionally, it invests in convertible bonds and preference shares that meet strict investment grade criteria. The active management allows the portfolio to adjust its allocations based on economic and market conditions, typically maintaining a strong emphasis on equities for long-term capital appreciation.