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| Coronation Equity Fund Fact Sheet MDD |
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Coronation Equity Fund Fact Sheet MDD
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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.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.27%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Apr 1996 |
30 years ago |
| Fund Benchmark |
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| 87% SA Equity; 13% I |
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| Coronation Equity Fund Unit Prices |
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Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
The JSE allowed listings and trading of the Actively Managed ETF in 2023.
Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
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| Distributions Info (in cents) |
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| Q1 of 2023 | 70.61 |
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| Q3 of 2022 | 259.35 |
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| Q1 of 2022 | 112.50 |
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| Asset Allocation Analysis |
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| Coronation |
| Management Company |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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