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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 CIO and a member of the executive committee. He joined Coronation in 2000 as an equity analyst, was made head of research in 2005 and appointed CIO in May 2008. Karl co-manages the Coronation Houseview Portfolios as well as the Coronation Equity and Balanced Plus funds.
 
Sarah-Jane Alexander, BBusSc, CFA
Sarah-Jane joined the Coronation investment team in 2008 as an equity analyst. Her current responsibilities include co-managing the Coronation Industrial Fund and researching food producers and hospital stocks amongst others. Prior to joining Coronation, she formed part of the investment team at JP Morgan Asset Management in London where she was a European research analyst and then co-manager of their UK Smaller Companies Fund.
 
Adrian Zetler, BCom (Hons), CA (SA), CFA
 
Ranking
Sector: South African-Equity-General
Fund Size: R7 030 873 562 (as at 30 Sep 2019)
Sector Rank: 9 out of 135
(lump sum over 1 years to 30 Nov 2019)
Overall Rank: 135 out of 929
(lump sum over 1 years to 30 Nov 2019)
R1000 invested on 30 Nov 2018 was worth R1 158.84 on 30 Nov 2019 (15.88% annual compound return)
R100 per month since 30 Nov 2018 was worth R1 277.27 on 30 Nov 2019 (11.47% 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
Coronation Equity comment - Sep 19
The fund declined -0.4% for the third quarter of 2019 (Q3-19) compared to its benchmark  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 30 Sep 2019
Share No Units Value (Rm) % of Fund
BATS 944 028 530.75 7.55%
NASPERS-N 186 329 427.63 6.08%
ANGLO 922 120 324.35 4.61%
NORTHAM 3 401 393 282.72 4.02%
PROSUS 206 785 228.91 3.26%
Totals   1 794.37 25.52%
 
Comparative Performance
 
Portfolio Structure as at 30 Sep 2019
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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