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

Technical Overview
Formation Date: 1 Jul 1998
Holdings: 18
Original Price: 1000
Pricing System: Forward
Price (A - Class)
Neill Young, BBusSc (Hons Finance); CA (SA); CFA
Neill joined Coronation in 1998 after completing his articles at Deloitte and working in Luxembourg and New York. He currently co-manages institutional portfolios within Coronation's core equity and balanced portfolio ranges as well as the Coronation Financial and Balanced Defensive funds.
Godwill Chahwahwa, BCompt; CA (SA), CFA
Before joining Coronation in 2003, Godwill completed his articles with Ernst & Young and worked for two years as an audit manager with Moores Rowland CA. He is an investment analyst and co-manager of the Coronation Preference Share and Financial funds. He also co-manages a segregated financial and industrial mandate.
Sector: South African-Equity-Financial
Fund Size: R263 425 589 (as at 30 Sep 2019)
Sector Rank: 4 out of 5
(lump sum over 1 years to 31 Dec 2019)
Overall Rank: 1249 out of 1271
(lump sum over 1 years to 31 Dec 2019)
R1000 invested on 31 Dec 2018 was worth R965.91 on 31 Dec 2019 (-3.41% annual compound return)
R100 per month since 31 Dec 2018 was worth R1 173.10 on 31 Dec 2019 (-4.19% 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
Invests in a broad range of financial shares, including banks, insurance and investment companies.
Latest Fund Manager Comment / News
Coronation Financial comment - Sep 19
The fund returned -7.6% for the quarter, while the benchmark returned - 6.8%. The  ...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
STANBANK 212 333 37.09 14.08%
NEDBANK 118 770 26.94 10.23%
FIRSTRAND 433 145 26.94 10.23%
OMUTUAL 886 455 17.53 6.66%
INVPLC 221 258 17.45 6.62%
Totals   125.95 47.81%
Comparative Performance
Portfolio Structure as at 30 Sep 2019
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Dividend Data
Click here for Dividend History for this fund.
Fees and Charges
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Sectoral Information
Click here for Sectoral Information for this fund.

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