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| Coronation Smaller Companies Fund Fact Sheet MDD |
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Coronation Smaller Companies Fund Fact Sheet MDD
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this mid-small cap unit trust fund invest in companies that have smaller than JSE Large cap index market capitalisation.
The outperformance of the JSE Mid and Small Cap index is the main goal of this fund.
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| Fund Sector |
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| SA – Equity – Mid And Small Cap |
| Fund Maximum Annual Fee * |
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1.15%-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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| Apr 1997 |
29 years ago |
| Fund Benchmark |
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| Jse Small/Mid Cap In |
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| Coronation Smaller Companies Fund Unit Prices |
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In 2020, Cannon Asset Management, was bought by Seriti Capital Partners, after the transaction its s retail unit trusts dissappeared from retail.
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
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| Distributions Info (in cents) |
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| Q1 of 2023 | 163.82 |
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| Q3 of 2022 | 351.57 |
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| Q1 of 2022 | 58.71 |
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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