Coronation Global Managed [ZAR] FF B3

To maximise long-term capital appreciation, measured against a benchmark comprising 60% MSCI (TR) Index and 40% Citigroup World Government Bond Index, by investing across multiple asset classes and global markets. In order to achieve this objective the portfolio will use an active security selection process, combined with a strategy of variable exposure across asset classes, regions, themes and market sectors. While the portfolio will be managed with an equity bias over time with an expected average equity exposure of between 60% and 70% over any rolling 5 year period, the exposure to equity securities, interest-bearing securities, financial instruments and assets in liquid form in the portfolio may be actively managed according to the investment manager’s view of changing economic and market conditions. The portfolio may be invest in any of these securities or in any combination thereof, subject only to the statutory investment limitations.

Key stats

Management firm  Coronation Management Co
Domicile  South Africa
Global Branding Name  Coronation
Fund currency  ZAR
Launch Date  2009-10-30
ISIN  ZAE000139945
Manager 1 Name  Gavin Joubert
Manager 2 Name  Louis Stassen
Fund Strategy  ZAR/NAD Aggressive Allocation
Benchmark  MSCI World GR USD
Fund Structure  Unit Trust
UCITS 3 compliant  no

Performance/Volatility

Return - 1 Month  0.00%
Return - 2 Months  0.00 %
Return - 3 Months  0.00%
Return - 6 Months  0.00 %
Return - 9 months  0.00 %
Return - 12 Months  0.00%
Annualized return 24 months  0.00 %
Annualized return 36 months  0.00 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  0.00%
Return YTD  0.00%

Charges

Initial  0.00 %
Maximum Managment Charge  1.14 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  7th Floor, Montclaire Place, Corner of Campground and Main Road
Contact Address 2  Clairmont, 7708
Contact Address 3  PO Box 993
Contact city  Cape Town
Contact country  South Africa
Fund Admin Group  Coronation Management Co
Web Address  www.coronation.co.za
Email contact  unittrusts@coronation.co.za
Phone  +27 (0)21 680 2000

Price

Last Price Date  2014-10-23
Pre-tax nav  2.14
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  R-0.02
Price change (percentage)  -1.07 %
Guaranteed NAV  0.00000
Close Price  0.00

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Ratings Disclaimer

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