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.
Read Coronation Optimum Growth Fund Fact Sheet? Here are more of our unit trust fund fact sheets
Instit Stable Fund Of Funds
Alex Forbes Investments Equity Fund Of Funds
Sygnia Itrix MSCI World ETF
Stonewood Worldwide Flexible Fund
Sesfikile Global Property Fund
Old Mutual Managed Alpha Equity Fund
NewFunds S&P GIVI South African Resources Index ETF
Anchor Flexible Income Fund
Momentum SA Defensive Growth Fund
SIM Money Market Fund
Rezco Value Trend Fund
SIM Enhanced Yield Fund
Catalyst Flexible Property Fund
PPS Conservative Fund Of Funds
Alex Forbes Investments Income Fund
Oasis Crescent Balanced Progressive Fund Of Funds
Dotport Prudential Fund Of Funds
Financial Fitness Balanced Fund Of Funds
Icapital Equity Fund
Old Mutual Core Moderate Fund