Coronation Financial Fund Fact Sheet MDD
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Fund Objectives
This sector concentrated fund aims to maximise long-term growth.
The fund will invest mainlly to companies that derive most of their earnings portions from financial services.
Monthly Prices
Fund Information
Fund Sector
SA – Equity – Financial
Fund Maximum Annual Fee *
1.43%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Jul 1998 28 years ago
Fund Benchmark
Jse Financial Index
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 357 Mil.


Coronation Financial 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 ?

In 2017 , Lion of Africa existed the unit trust operations to concentrate on assurance business, it operated 2 unit trusts LoA Equity Fund and loA Real Return Fund.

DYN

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

Distributions Info (in cents)
Q1 of 2023 82.22
Q3 of 2022 142.43
Q1 of 2022 46.25
See Also
Coronation Financial Fund
Nedgroup Investments Financial Fund
Sim Financial Fund
Momentum Financials Fund
Satrix Fini ETF
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
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.