Coronation Equity Fund Fact Sheet MDD
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Fund Objectives
This 1996 equity fund will seek to maximise long-term capital appreciation through investing in broad range of listed equities.
the fund will primary invest shares of companies listed on the JSE and have exposure to all different sectors of the exchange.
Monthly Prices
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
1.27%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Apr 1996 30 years ago
Fund Benchmark
87% SA Equity; 13% I
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 9.6 Bil.


Coronation Equity Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.

Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.

Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.

Distributions Info (in cents)
Q1 of 2023 70.61
Q3 of 2022 259.35
Q1 of 2022 112.50
See Also
Rezco Equity Fund
Personal Trust Equity Fund
Bateleur SA Equity Fund
Methodical Equity Fund
Nedgroup Investments SA Equity Fund
Asset Allocation Analysis
Fund Management
Management Company
Coronation
Management Company
Asset Manager
Coronation
Fund Managers
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.