Press Releases
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Offshore equities can still do you a world of good
20 April 2013 - Laura du PreezThe continuing rally in global equity markets has rewarded unit trust investors who heeded fund managers' advice, following the financial crisis in 2008, to invest in these markets. The strong depreciation of the rand has also benefitted those who invested in offshore equities at least a year ago...
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Global Equity funds shoot lights out
02 April 2013 - Patrick CairnsANYWHERE in the world an annual return of 20% on an investment would be considered excellent. However, South Africans invested in global equity unit trusts have earned that sort of return in just the last three months,. The top ten global equity fund registered in South Africa have all gained at least 17% since the start of 2013. The best of them, the old Mutual Global Equity Fund, has gone...
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2013 Morningstar South Africa fund awards
01 April 2013 - David O'LearyCoronation Fund Managers came away with top honours at the Morningstar South Investment Awards which was held on 26 February at The Table Bay Hotel in Cape Town. The Cape Town-based firm won five awards during the evening, one of which was the overall award for Best Large Fund House; its third consecutive win in this category. The award for best Small Fund House went to Southern Charter for...
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International outlook May 2013
01 April 2013 - Tony GibsonPerformance was generally very positive from developed market risk assets for the first quarter of 2013. The Nikkei (up 20.1% in yen) spearheaded the total return performance charts on the back of Japan’s rhetoric on inflation targeting and monetary policy. Other core developed equity markets also performed well, with the S&P 500 Index, FTSE 100 Index and the DAX Index up 10...
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The blurring of the line between emerging and developed markets
01 April 2013 - Suhail SulemanOur process often leads us towards consumer-focused companies as they typically have most of the qualities we look for in our investments. These include high barriers to entry, strong branding, stable margins, low capital intensity, high cash generation and little risk of falling prey to technological obsolescence. With this in mind, we...
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Africa May 2013
01 April 2013 - Peter LegerWhile our Africa funds are not directly accessible to individual investors, they are used as underlying building blocks in some of our managed funds, namely Coronation Market Plus and Coronation Balanced Plus. We’re increasingly fielding questions as to whether Africa is overhyped. Has the pendulum swung from Afro-pessimism to fever pitch Afro-optimism? And where does the point
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Emerging markets May 2013
01 April 2013 - Suhail SulemanIn 2012 emerging markets returned close to 19%, after a torrid 2011. Within emerging markets, however, most consumer businesses returned far in excess of the benchmark, particularly those with very dominant positions in their home markets. In the six years that Coronation has been researching and valuing emerging market companies, we have compiled a shortlist of what we believe to...
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It's essential to establish a workable retirement strategy
28 March 2013 - David JacksonONE of the toughest financial planning challenges for retirees is to ensure that their post-retirement income is sustainable over the full period of retirement, without compromising more than is necessary on living standards in the first half...