Coronation Equity Fund Fact Sheet MDD
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Fund Objectives
This 1996 equity fund will seek to maximise long-term capital appreciation through investing in broad range of listed equities.
the fund will primary invest shares of companies listed on the JSE and have exposure to all different sectors of the exchange.
Monthly Prices
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
1.27%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Apr 1996 30 years ago
Fund Benchmark
87% SA Equity; 13% I
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 9.6 Bil.


Coronation Equity 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, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.

Conglomate Old Mutual acquired asset manager Marriott in 2005.

Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.

Distributions Info (in cents)
Q1 of 2023 70.61
Q3 of 2022 259.35
Q1 of 2022 112.50
See Also
Harvard House Equity Fund
Personal Trust Equity Fund
Satrix Equally Weighted Top 40 Index Fund
Sygnia Equity Fund
Clucasgray Equilibrium 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.