Coronation Optimum Growth Fund Fact Sheet

Fund Details
Fund Sector
Worldwide – Multi Asset – Flexible
Assets Under Management (R m) (Mar 2019)
R7 203 R 7 203 100%
Number of Accounts (Mar 2019)
3 366 3 366 100%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 6 257 R 0
    Local    R 401    R 0
    Foreign    R 5 856    R -
Cash Instr. R 547 R -
    Local    R -    R -
    Foreign    R 549    R -
Property R 0 R 0
On FoF R 387 R -
Fund Investment Aims, Objective and/or Universe
Optimum Growth aims to maximise long-term investment growth by investing in a range of opportunities available in public asset markets from both South Africa and around the world.Our intent is to provide competitive after inflation returns measured in rand over all five year periods.Optimum Growth will normally have a significant bias towards shares, but can invest in a variety of assets including listed property, bonds and cash.

The fund has a flexible mandate and can invest in any combination of developed economies (including the US, Europe and Japan), South African assets and other emerging market assets.The fund will vary exposure to South African, developed and emerging market assets based on where the most attractive valuations are available.We expect the fund to have the majority of its assets invested in global equities over time.Its exposure will be in a variety of currencies, primarily the US dollar, British pound, euro and yen.The fund may use exchange traded funds and other financial instruments (eg.derivatives) to implement specific investment views.
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