·The fund is managed by Clyde Rossouw.
·The fund follows an investment strategy focused on asset allocation and defensive stock selection.
·The fund has a medium term investment horizon.
·Equity selection is value-based.
·The manager's asset allocation is more aggressive than SIM.
·Clyde generally does not use derivatives in the fund.
RE·CM
·The fund is managed by Daniel Malan.
·The investment strategy is centered on value-based equity selection with a relatively long investment horizon.
·The manager does no asset allocation and uses cash as the default asset class when equity opportunities are limited.
·The fund does not use derivatives
Prudential Portfolio Managers
Coronation Fund Managers
·Coronation follows a Strategic and Tactical Asset Allocation investment strategy with a medium term investment horizon.
·Equity selection is value-based.
·The managers use derivatives extensively to protect the portfolio.
Ranking
Sector:
South African-Multi Asset-High Equity
Size:
R8 314 152 602
Sector Rank:
58 out of 98 (lump sum over 1 years to 30 Apr 2013)
Overall Rank:
398 out of 775 (lump sum over 1 years to 30 Apr 2013)
R1000 invested on 30 Apr 2012 was worth R1 142.45 on 30 Apr 2013 (14.25% annual compound return)
R100 per month since 30 Apr 2012 was worth R1 289.27 on 30 Apr 2013 (13.19% 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
This is a multi-managed flexible asset allocation fund aimed at long term capital growth, with a bias towards absolute returns and capital preservation. The flexible mandate is employed to allow the portfolio to be biased towards absolute returns and capital preservation in the shorter term. Over longer periods the fund attempts to produce significant inflation-beating returns. This is achieved through stock selection and
an asset allocation strategy capable of achieving the performance target. The fund conforms to the legislation governing retirement funds.
Latest News
SYmmETRY Balanced Fund of Funds- Sep 12
Monday, 29 October 2012
The FTSE/JSE All Share Index gained a total return of 1.6% for the month of September ...more
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Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.
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