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| Coronation Financial Fund Fact Sheet MDD |
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Coronation Financial Fund Fact Sheet MDD
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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.
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| Fund Sector |
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| SA – Equity – Financial |
| Fund Maximum Annual Fee * |
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1.43%-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 |
| Fund Benchmark |
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| Jse Financial Index |
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| Coronation Financial Fund Unit Prices |
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Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.
As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
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| Distributions Info (in cents) |
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| Q1 of 2023 | 82.22 |
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| Q3 of 2022 | 142.43 |
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| Q1 of 2022 | 46.25 |
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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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