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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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In 2017 , Lion of Africa existed the unit trust operations to concentrate on assurance business, it operated 2 unit trusts LoA Equity Fund and loA Real Return Fund.
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
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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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| 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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