Global Houseview Strategy

INSTITUTIONAL

INVESTMENT OBJECTIVE:

The Coronation Global Houseview Strategy is a clean slate fully discretionary balanced portfolio, which represents our best investment view for a balanced portfolio in all major asset classes – equities, property, bonds, cash and international. The Strategy's objective is to outperform the median return of its peer group or composite benchmark over meaningful period (defined as at least 5 years). The Strategy is managed in accordance with the limits of Regulation 28 of the Pension Funds Act.


Coronation is a long-term, valuation-driven investment house. Our aim is to identify mispriced assets trading at discounts to their long-term underlying value (fair value) through extensive proprietary research. The Portfolio is constructed on a clean-slate basis based on the relative risk-adjusted upside to fair value of each underlying asset. The Portfolio is constructed with no reference to a benchmark. We do not equate risk with tracking error, or divergence from a benchmark, but rather with the probability of a permanent loss of capital.

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The value of investments may go down as well as up, and is therefore not guaranteed. Past performance is not necessarily an indication of future performance.

STRATEGY RETURNS GROSS OF FEES
STRATEGY BENCHMARK* OUTPERFORMANCE
Since Launch (unannualised) 7,546.6% 5,274.3% 2,272.3%
Since Launch (annualised) 15.1% 13.8% 1.3%
Latest 20 years (annualised) 14.4% 12.9% 1.5%
Latest 15 years (annualised) 12.6% 11.3% 1.3%
Latest 10 years (annualised) 9.6% 8.6% 1.0%
Latest 5 years (annualised) 13.2% 11.0% 2.2%
Latest 1 year 14.2% 13.6% 0.6%
Year to date 9.7% 9.6% 0.1%
Month 1.5% 1.4% 0.1%

* Median of Peer Group

The value of investments may go down as well as up, and is therefore not guaranteed. Past performance is not necessarily an indication of future performance.