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| Coronation Smaller Companies Fund Fact Sheet MDD |
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Coronation Smaller Companies Fund Fact Sheet MDD
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this mid-small cap unit trust fund invest in companies that have smaller than JSE Large cap index market capitalisation.
The outperformance of the JSE Mid and Small Cap index is the main goal of this fund.
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| Fund Sector |
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| SA – Equity – Mid And Small Cap |
| Fund Maximum Annual Fee * |
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1.15%-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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| Apr 1997 |
29 years ago |
| Fund Benchmark |
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| Jse Small/Mid Cap In |
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| Coronation Smaller Companies Fund Unit Prices |
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In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
In 2021, Emmanual Lediga s Maru Asset Managers was acquired by Global Kapital of Netherlands
N-e-FG financial trading licence was revoked after funds were found missing . N-e-FG was founded by Corne Janse van Rensburg.
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| Distributions Info (in cents) |
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| Q1 of 2023 | 163.82 |
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| Q3 of 2022 | 351.57 |
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| Q1 of 2022 | 58.71 |
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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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