Coronation Equity Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – General
Assets Under Management (R m) (Mar 2019)
R7 122 R 634 8.9019%
Number of Accounts (Mar 2019)
4 717 23 0.487%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 7 070 R 6 471
    Local    R 5 330    R 5 122
    Foreign    R 1 740    R 1 349
Cash Instr. R 51 R 9
    Local    R 51    R 9
    Foreign    R 1    R 8
Property R 216 R 233
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The fund seeks to maximise long-term capital appreciation by investing primarily in a broad spectrum of listed equities.The Equity Fund invests in the shares of companies listed on the Johannesburg Stock Exchange.The fund can also invest 25% in international equities, plus a further 5% in Africa (outside of South Africa).There are no restrictions on how much exposure the fund can have to different sectors (for example, to mining, financial or industrial companies).

The fund will be fully invested in shares at all times.The fund is mandated to use derivative instruments for efficient fund management purposes.The fund’s managers actively seek out attractively valued shares that could achieve strong investment growth over the long run.Rigorous research is conducted into the long-term potential of a company and whether it is attractively valued relative to other companies, before its shares are selected for the fund.Shares can be volatile investments and there is a meaningful risk of capital loss over the short term.However, given its focus on attractively valued shares that could offer long-term growth, the Equity Fund may preserve capital better than its benchmark over the long run.
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