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Coronation Equity Fund Summary Fact Sheet
South African--Equity--General

 
Technical Overview
Formation Date: 15 Apr 1996
Holdings: 28
Original Price: 1000
Pricing System: Forward
 
Price (A - Class)
 
Management
Karl Leinberger, BBusSc; CA (SA); CFA
Karl is chief investment officer (CIO) and manager of Coronation’s Houseview strategies. He joined Coronation in 2000 as an equity analyst, was made head of research in 2005 and became CIO in 2008. Karl has 19 years’ investment experience.
 
Sarah-Jane Alexander, BBusSc, CFA
Sarah-Jane manages assets within the Coronation Houseview Equity Strategy. She also co-manages Coronation’s Houseview balanced strategies and has research responsibilities across a range of food producers and hospital stocks, among others. Sarah-Jane joined Coronation in 2008 as an equity analyst and has 16 years’ investment experience.
 
Adrian Zetler, BAcc, BCom (Hons), CA (SA), CFA
Adrian is co-manager across all Coronation’s Houseview strategies as well as the Coronation Industrial unit trust fund. His research responsibilities span a number of industrial stocks, including media, paper and luxury goods companies. Adrian joined Coronation in 2009 and has 10 years’ investment experience.
 
Ranking
Sector: South African-Equity-General
Fund Size: R5 949 200 707 (as at 31 Mar 2020)
Sector Rank: 14 out of 175
(lump sum over 1 years to 30 Jun 2020)
Overall Rank: 561 out of 1320
(lump sum over 1 years to 30 Jun 2020)
R1000 invested on 30 Jun 2019 was worth R1 044.42 on 30 Jun 2020 (4.44% annual compound return)
R100 per month since 30 Jun 2019 was worth R1 255.35 on 30 Jun 2020 (8.30% annual return compounded monthly)
 
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
   
Focus and Objective
An emphasis on active stock selection and will remain fully invested in domestic equities at all times.
 
Latest Fund Manager Comment / News
The fund seeks to maximise long-term capital appreciation by investing primarily in a  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Mar 2020
Share No Units Value (Rm) % of Fund
NASPERS-N 285 314 728.61 12.25%
BATS 782 114 476.70 8.01%
PROSUS 249 205 307.72 5.17%
ANGLO 981 782 305.87 5.14%
QUILTER 9 686 062 248.64 4.18%
Totals   2 067.54 34.75%
 
Comparative Performance
 
Portfolio Structure as at 31 Mar 2020
Click here for complete portfolio for this fund.
 
Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
Click here for fees and charges for this fund.
 
Sectoral Information
Click here for Sectoral Information for this fund.
 


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