|
| Coronation Equity Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Coronation Equity Fund Fact Sheet MDD
|
|---|
|
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.
|
|
| 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 |
|
| Launch Date |
|---|
| Apr 1996 |
30 years ago |
| Fund Benchmark |
|---|
| 87% SA Equity; 13% I |
|
| Coronation Equity Fund Unit Prices |
|---|
|
|
|
|
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
In 2016,Atlantic Asset Management, founded by by Arno Laurenz , was 100% acquired by Ashburton Investment
The operation licence of Stringfellow Asset Management was revoked after it was found operating an illegal investment ponzi scheme. Stringfellow was established by Thomas Stringfellow.
|
|
| Distributions Info (in cents) |
|---|
| Q1 of 2023 | 70.61 |
|---|
| Q3 of 2022 | 259.35 |
|---|
| Q1 of 2022 | 112.50 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| Coronation |
| Management Company |
|
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
|