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| Coronation Financial Fund Fact Sheet MDD |
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Coronation Financial Fund Fact Sheet MDD
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This sector concentrated fund aims to maximise long-term growth.
The fund will invest mainlly to companies that derive most of their earnings portions from financial services.
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| Fund Sector |
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| SA – Equity – Financial |
| Fund Maximum Annual Fee * |
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1.43%-N
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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| Jul 1998 |
28 years ago |
| Fund Benchmark |
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| Jse Financial Index |
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| Coronation Financial Fund Unit Prices |
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In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).
DYN
Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
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| Distributions Info (in cents) |
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| Q1 of 2023 | 82.22 |
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| Q3 of 2022 | 142.43 |
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| Q1 of 2022 | 46.25 |
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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