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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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R 73.90 | ⇓ | R -.43 |
⇓ | -0.58% |
High | Avg. | Low |
R 74.49 | R 65.20 | R 56.49 |
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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 |
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Launch Date |
Jul 1998 |
27 years ago |
Fund Benchmark |
Jse Financial Index |
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Coronation Financial Fund Unit Prices |
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Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
Nedbank Investments's BettaBeta merged into CoreShares in 2015.
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Distributions Info (in cents) |
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Q1 of 2023 | 82.22 |
Q3 of 2022 | 142.43 |
Q1 of 2022 | 46.25 |
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Asset Allocation Analysis |
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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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Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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