Profile's FundsDataOnline
Google
 
Quick Fund Switch See this page on the new FundsData beta
E-mail     Print
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)
 
Management
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.
 
Ranking
Sector: South African-Equity-Financial
Fund Size: R373 820 604 (as at 30 Jun 2019)
Sector Rank: 5 out of 6
(lump sum over 1 years to 31 Jul 2019)
Overall Rank: 1246 out of 1262
(lump sum over 1 years to 31 Jul 2019)
R1000 invested on 31 Jul 2018 was worth R897.06 on 31 Jul 2019 (-10.29% annual compound return)
R100 per month since 31 Jul 2018 was worth R1 108.01 on 31 Jul 2019 (-14.80% 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 - Mar 19
The fund returned -0.7% for the quarter, falling short of the financial sector benchmark  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 30 Jun 2019
Share No Units Value (Rm) % of Fund
STANBANK 316 183 62.18 16.63%
FIRSTRAND 747 338 51.23 13.70%
NEDBANK 139 789 35.39 9.47%
INVPLC 343 546 31.38 8.39%
DISCOVERY 161 921 24.14 6.46%
Totals   204.33 54.66%
 
Comparative Performance
 
Portfolio Structure as at 30 Jun 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.
 


Follow us on:


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.
Other Profile Group sites: ShareData Online (stock market data) | Profile's Financial Markets | Profile Group corporate site
Terms of Use |  Privacy Policy |  PAIA manual |  Site Map |  Powered by ProfileData |  © Copyright Reserved 2019  ]
   Disclaimer: Profile Media (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. © Copyright Reserved 2019