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Coronation Resources Fund Summary Fact Sheet
South African--Equity--Resource

 
Technical Overview
Formation Date: 1 Oct 1999
Holdings: 27
Original Price: 1000
Pricing System: Forward
 
Price (P - Class)
 
Management
Nicholas Stein, BBusSc, CA (SA), CFA
Nic joined the Coronation investment team in 2009 as an equity analyst and has 11 years’ investment experience. He currently co-manages Coronation’s Aggressive Equity Strategy and the Coronation Resources unit trust fund. Nic also analyses a number of shares spanning mining and the financial services sectors
 
Nicholas Hops, BbusSc, CFA
 
Ranking
Sector: South African-Equity-Resource
Fund Size: R1 459 774 414 (as at 31 Mar 2021)
Sector Rank: 1 out of 9
(lump sum over 1 years to 31 May 2021)
Overall Rank: 2 out of 1321
(lump sum over 1 years to 31 May 2021)
R1000 invested on 31 May 2020 was worth R1 922.01 on 31 May 2021 (92.20% annual compound return)
R100 per month since 31 May 2020 was worth R1 708.72 on 31 May 2021 (63.94% 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 resource and basic industry counters that are affected by changes in the commodity cycle.
 
Latest Fund Manager Comment / News
Coronation Resources comment - Dec 19
The final quarter of 2019 (Q4-19) saw a particularly strong performance from the  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Mar 2021
Share No Units Value (Rm) % of Fund
ANGLO 602 368 356.09 24.39%
NORTHAM 598 784 154.12 10.56%
GLENCORE 2 518 477 146.27 10.02%
IMPLATS 513 077 140.44 9.62%
EXXARO 801 464 139.34 9.55%
Totals   936.26 64.14%
 
Comparative Performance
 
Portfolio Structure as at 31 Mar 2021
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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