Coronation Smaller Companies Fund Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Fund Information
Fund Sector
SA – Equity – Mid And Small Cap
Fund Maximum Annual Fee *
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Apr 1997 29 years ago
Fund Benchmark
Jse Small/Mid Cap In
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 449 Mil.


Coronation Smaller Companies Fund Unit Prices
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
Did You Know ?

Asset manager Prime Collective Investment was founded by Shane Peters in 2005.

Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

Distributions Info (in cents)
Q1 of 2023 163.82
Q3 of 2022 351.57
Q1 of 2022 58.71
See Also
Ninety One Emerging Companies Fund
Sim Small Cap Fund
Old Mutual Mid & Small-Cap Fund
Coronation Smaller Companies Fund
Momentum Mid & Small Cap Index Fund
Asset Allocation Analysis
Fund Management
Management Company
Coronation
Management Company
Asset Manager
Coronation
Fund Managers
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.