TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Coronation Financial Fund MDD Page Table of Content Fund Objectives Fund Technicals NAV Prices Dividends Management Asset Allocations Fund Activities

The Fund Aims and Objectives

This sector concentrated fund aims to maximise long-term growth. The fund will invest mainlly to companies that derive most of their earnings portions from financial services.

The Technical Details
	Coronation Financial Fund

Fund Sector
SA – Equity – Financial

Launch Date
Jul 1998	26 years ago

Fund Benchmark
Jse Financial Index

Fund Maximum Annual Fee *
1.43%-N Y or N indicate if performance fee levied or not. Advisor fee excluded.

Minimum Investments
R5 000/R500 Lump Sum/Debit Order

Distribution Frequency
Bi-Annually

Fund Risk Rating

1	2	3	4	5	High

NAV Prices Coronation Financial Fund

Jul 24 R 68.92 ⇑    R 3.06 ⇑    4.65%

High Avg. Low R 68.92 R 60.06 R 56.49

The Dividends Coronation Financial Fund

Total Distributions Bi-Annually

The Management Coronation Financial Fund

Asset Allocations

Fund Size	R 357 Mil.

Fund Activities Coronation Financial Fund

Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added.

Did You Know ?
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Coronation Financial Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Coronation Financial Fund A unit trust fund managed and admin by Coronation Fund Managers D.Y.K ? Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
SA - MA - I SA - E - G - SA - E - LC - G - MA - F - SA - IB - VT - G - E - G - SA - MA - F - R - MA - F - SA - RE - G - SA - MA - HE -	The Fund Aims and Objectives This sector concentrated fund aims to maximise long-term growth. The fund will invest mainlly to companies that derive most of their earnings portions from financial services. The Technical Details Coronation Financial Fund Fund Sector SA – Equity – Financial Launch Date Jul 1998 26 years ago Fund Benchmark Jse Financial Index Fund Maximum Annual Fee * 1.43%-N Y or N indicate if performance fee levied or not. Advisor fee included. Minimum Investments R5 000/R500 Lump Sum/Debit Order Distribution Frequency Bi-Annually Fund Risk Rating 1 2 3 4 5 High Asset Allocations Fund Size R 357 Mil. The Management Coronation Financial Fund See Also Coronation Financial Fund Sim Financial Fund Momentum Financials Fund Nedgroup Investments Financial Fund Satrix Fini ETF NAV Prices Coronation Financial Fund Jul 24 R 68.92 ⇑    R 3.06 ⇑    4.65% High Avg. Low R 68.92 R 60.06 R 56.49 The Dividends Coronation Financial Fund Total Distributions Bi-Annually Fund Activities Coronation Financial Fund Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added. Did You Know ? Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s. Asset manager Prime Collective Investment was founded by Shane Peters in 2005. Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd. With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.	Jul 24 R 68.92 Jun R 65.86 May 24 R 57.32 Apr 24 R 57.05 Mar 24 R 56.49
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