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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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Total assets under management (AUM) has breached the R3 trillion mark in 2022.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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