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Coronation Property Equity Fund Summary Fact Sheet
South African--Real Estate--General

 
Technical Overview
Formation Date: 20 Nov 2000
Holdings: 10
Original Price: 1000
Pricing System: Forward
 
Price (A - Class)
 
Management
Anton de Goede, CFA, FRM
Anton has 13 years' investment experience. He joined Coronation in 2008 as a property specialist and manager of the Coronation Property Equity Fund. He is a member of the absolute investments team with specific responsibility for listed property-related research.
 
Ranking
Sector: South African-Real Estate-General
Fund Size: R778 148 392 (as at 30 Jun 2020)
Sector Rank: 38 out of 40
(lump sum over 1 years to 31 Aug 2020)
Overall Rank: 1321 out of 1323
(lump sum over 1 years to 31 Aug 2020)
R1000 invested on 31 Aug 2019 was worth R528.87 on 31 Aug 2020 (-47.11% annual compound return)
R100 per month since 31 Aug 2019 was worth R850.40 on 31 Aug 2020 (-65.16% 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
Invests in quality listed property assets with the aim to produce high income yields and long-term capital growth.
 
Latest Fund Manager Comment / News
The Property Equity Fund seeks to maximise long-term growth from investing in South  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 30 Jun 2020
Share No Units Value (Rm) % of Fund
NEPIROCK 1 664 207 147.72 18.98%
GROWPNT 7 261 937 96.95 12.46%
REDEFINE 22 989 352 76.09 9.78%
FORTRESSA 3 160 196 39.34 5.06%
MAS 2 806 490 36.77 4.72%
Totals   396.87 51.00%
 
Comparative Performance
 
Portfolio Structure as at 30 Jun 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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