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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 |
| 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 |
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| Launch Date |
| Apr 1996 |
30 years ago |
| Fund Benchmark |
| 87% SA Equity; 13% I |
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| Coronation Equity Fund Unit Prices |
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In 22003, asset manager Coronation listed on the JSE stock exchange.
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
DYN
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| Distributions Info (in cents) |
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| Q1 of 2023 | 70.61 |
| Q3 of 2022 | 259.35 |
| 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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