Fund Performance


At Coronation we aim to deliver 1st quartile performance for all our funds over meaningful periods. All unit trusts performance returns are reported net of (after) investment management fees.

QUARTILE RANKING
FUND SINCE INCEPTION LAST 10 YEARS LAST 5 YEARS
Top 20
Inception Date: 01/10/2000
1st 1st 2nd
Balanced Plus
Inception Date: 15/04/1996
1st 1st 1st
Capital Plus
Inception Date: 02/07/2001
1st 1st 2nd
Balanced Defensive
Inception Date: 01/02/2007
1st - 1st
Strategic Income
Inception Date: 02/07/2001
1st 1st 1st
PERFORMANCE
FUND SINCE INCEPTION LAST 10 YEARS LAST 5 YEARS
Top 20 19.4% 12.3% 12.9%
Balanced Plus 15.3% 10.8% 12.5%
Capital Plus 13.0% 9.2% 9.6%
Balanced Defensive 10.3% - 10.3%
Strategic Income 10.6% 8.9% 8.5%
RISK STATISTICS FOR FLAGSHIP South African Funds SINCE LAUNCH
FUND ANNUALISED RETURN SINCE INCEPTION ANNUALISED DEVIATION MAXIMUM DRAWDOWN % POSITIVE MONTHS
Top 20 19.4% 16.6% (31.7)% 61.7%
Balanced Plus 15.3% 13.5% (34.3)% 68.7%
Capital Plus 13.0% 6.9% (8.3)% 70.1%
Balanced Defensive 10.3% 4.1% (2.6)% 79.0%
Strategic Income 10.6% 2.7% (1.3)% 92.0%

At Coronation we aim to deliver 1st quartile performance for all our funds over meaningful periods. All unit trusts performance returns are reported net of (after) investment management fees.

QUARTILE RANKING
FUND SINCE INCEPTION LAST 10 YEARS LAST 5 YEARS
Global Emerging Markets
Inception Date: 14/07/2008
- - -
Global Opportunities Equity
Inception Date: 12/05/2008
- - -
Global Managed [USD]
Inception Date: 01/03/2010
- - -
Global Capital Plus [Houseview Currency]
Inception Date: 01/09/2009
- - -
Global Strategic USD Income
Inception Date: 30/12/2011
- - -
PERFORMANCE
FUND SINCE INCEPTION LAST 10 YEARS LAST 5 YEARS
Global Emerging Markets 3.8% - 2.0%
Global Opportunities Equity 4.8% - 8.8%
Global Managed [USD] 6.6% - 7.4%
Global Capital Plus [Houseview Currency] 4.3% - 4.2%
Global Strategic USD Income 2.8% - 2.6%
RISK STATISTICS FOR FLAGSHIP International Funds [Foreign Currency] SINCE LAUNCH
FUND ANNUALISED RETURN SINCE INCEPTION ANNUALISED DEVIATION MAXIMUM DRAWDOWN % POSITIVE MONTHS
Global Emerging Markets 3.8% 25.4% (49.5)% 55.3%
Global Opportunities Equity 4.8% 15.9% (39.9)% 58.7%
Global Managed [USD] 6.6% 12.9% (17.4)% 65.1%
Global Capital Plus [Houseview Currency] 4.3% 8.1% (10.5)% 59.6%
Global Strategic USD Income 2.8% 1.6% (1.2)% 72.1%

At Coronation we aim to deliver 1st quartile performance for all our funds over meaningful periods. All unit trusts performance returns are reported net of (after) investment management fees.

QUARTILE RANKING
FUND SINCE INCEPTION LAST 10 YEARS LAST 5 YEARS
Global Emerging Markets Flexible [ZAR]
Inception Date: 28/12/2007
2nd - 4th
Global Opportunities Equity [ZAR] Feeder
Inception Date: 01/08/1997
1st 1st 1st
Optimum Growth
Inception Date: 15/03/1999
1st 3rd 1st
Global Managed [ZAR] Feeder
Inception Date: 29/10/2009
1st - 1st
Global Capital Plus [ZAR] Feeder
Inception Date: 03/11/2008
1st - 1st
PERFORMANCE
FUND SINCE INCEPTION LAST 10 YEARS LAST 5 YEARS
Global Emerging Markets Flexible [ZAR] 9.1% - 12.5%
Global Opportunities Equity [ZAR] Feeder 12.4% 10.2% 20.6%
Optimum Growth 14.6% 10.0% 18.4%
Global Managed [ZAR] Feeder 15.2% - 18.9%
Global Capital Plus [ZAR] Feeder 9.6% - 15.2%
RISK STATISTICS FOR FLAGSHIP International Funds [ZAR] SINCE LAUNCH
FUND ANNUALISED RETURN SINCE INCEPTION ANNUALISED DEVIATION MAXIMUM DRAWDOWN % POSITIVE MONTHS
Global Emerging Markets Flexible [ZAR] 9.1% 17.1% (38.6)% 55.0%
Global Opportunities Equity [ZAR] Feeder 12.4% 16.1% (45.3)% 61.5%
Optimum Growth 14.6% 12.1% - 65.9%
Global Managed [ZAR] Feeder 15.2% 13.1% (12.1)% 65.5%
Global Capital Plus [ZAR] Feeder 9.6% 12.6% (14.4)% 59.6%