The last five years have been particularly disappointing for investors due to below average market returns. As such, many savers are becoming increasingly concerned about not having enough capital to sustain their lifestyles when they retire.
This is a valid concern as most retirement plans are held together using capital growth assumptions which are notoriously volatile and proving to be unrealistic.
Marriott endeavours to bring more certainty to retirement planning with their income focused investment style. Unlike traditional retirement plans, Marriott’s projections are based on future income production rather than a future capital value. As income is a more certain element of return, Marriott has differentiated itself from other product providers due to its ability to provide investors with a more accurate projection of how much income their savings will be able to produce at retirement.
Bringing certainty to retirement planning with an Income Focused Approach
Marriott invests in securities and businesses that produce reliable income regardless of the economic conditions or market volatility. Typically, the type of investments which demonstrate this ability tend to be market leaders with strong brands and pricing power, boast robust balance sheets and cash flows, and produce goods or services that are integral to the lives of their customers.
Netlè, Coca Cola, Growthpoint and Sanlam are typical Marriott investments which display all of the above characteristics that ultimately translate into reliable growing dividends over time as indicated in the charts below. There is a clear correlation between income growth (blue bars) and the capital growth (red line) over time. This relation follows a business truth where the value of a business grows over time at the rate at which its profits grow.
Investing exclusively in reliable dividend paying stocks is what allows Marriott to accurately project how much income their investors’ portfolios will generate in the future. By considering the future level of income in today’s terms, it is possible to gauge early in a retirement plan whether contributions should be increased to achieve a desired lifestyle. To help investors monitor their progress and ensure that their retirement plan will be a success Marriott has recently updated its Investment Planning Tool, as illustrated below.
In summary, focusing on the income characteristics of an investment portfolio will significantly reduce the complexity and unpredictability associated with retirement planning.
Article credit https://www.fanews.co.za/article/retirement/1357