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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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Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
Conglomate Old Mutual acquired asset manager Marriott in 2005.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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