Corospondent - January 2018

Corospondent - January 2018

Summer edition

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Long-term investment track record - January 2018

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Coronation Insights

Coronation Insights

CORONATION EQUITY RETURNS VS EQUITY BENCHMARK

An investment of R100 000 in Coronation Equity on 15 April 1996 would have grown to R2 732 277 by 31 December 2017. By comparison, the returns generated by the fund’s benchmark over the same period would have grown a similar investment to R1 562 121, while the average competitor would have grown a similar investment to R1 671 294.

CORONATION BALANCED PLUS FUND VS INFLATION AND AVERAGE COMPETITOR*

An investment of R100 000 in Coronation Balanced Plus on 15 April 1996 would have grown to R2 137 737 by 31 December 2017. By comparison, the SA multi-asset high-equity sector over the same period would have grown a similar investment to R1 350 597.

* Median of Peer Group is the median of the fully-discretionary retirement portfolios of the largest managers as published in performance surveys and calculated by Coronation Fund Managers.