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| Coronation Industrial Fund Fact Sheet MDD |
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Coronation Industrial Fund Fact Sheet MDD
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This industrialist fund aims to maximse long-term investment growth by investing in listed indurial and consumer companies.
The mining and financial services will be excluded and only foreign exposure will be through international companies listed domestically.
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| Fund Sector |
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| SA – Equity – Industrial |
| 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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| Jul 1998 |
28 years ago |
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| Coronation Industrial Fund Unit Prices |
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Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.
In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
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| Distributions Info (in cents) |
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| Q1 of 2023 | 17.05 |
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| Q3 of 2022 | 194.36 |
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| Q1 of 2022 | 82.87 |
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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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