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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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Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.
Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
In 2020, Cannon Asset Management, was bought by Seriti Capital Partners, after the transaction its s retail unit trusts dissappeared from retail.
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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