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| Coronation Financial Fund Fact Sheet MDD |
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Coronation Financial Fund Fact Sheet MDD
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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.
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| Fund Sector |
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| SA – Equity – Financial |
| Fund Maximum Annual Fee * |
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1.43%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Jul 1998 |
28 years ago |
| Fund Benchmark |
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| Jse Financial Index |
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| Coronation Financial Fund Unit Prices |
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As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
Olympiad Investment Managers was founded by Anton van Niekerk .
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| Distributions Info (in cents) |
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| Q1 of 2023 | 82.22 |
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| Q3 of 2022 | 142.43 |
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| Q1 of 2022 | 46.25 |
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| Asset Allocation Analysis |
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| Coronation |
| Management Company |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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