Coronation secures ‘Best Large Fund House’ for the fifth consecutive year

05 March 2015 - Coronation Insights

Coronation Fund Managers received the much sought-after title of Morningstar Best Fund House: Larger Fund Range at the 2015 Morningstar South Africa Fund Awards ceremony held in Cape Town last night. Its top-performing Strategic Income and Industrial funds also took top honours in their respective categories, namely Best Bond Short-term Fund and Best Sector Equity Fund.

The annual Morningstar awards recognise individual funds and firms that have delivered outstanding returns while maintaining prudent risk management. The methodology applied emphasises both competitive returns and the associated level of risk.

Coronation’s head of Personal Investments, Pieter Koekemoer, says: “At Coronation, our sole focus is to earn our clients’ trust year after year. As a long-term investment manager, we measure our success in achieving this objective through our investment track record and our clients’ experience across our range of funds. While we do not manage funds to win awards,  to again be named Best Large Fund House  by an independent party confirms that we remain on track to deliver superior long-term returns for our clients irrespective of the mandate they invest in.” 

Koekemoer however cautions that investors should ensure that the return expectations used when planning their financial affairs remain prudent. “The somewhat subdued returns achieved by local and global equity markets in 2014 is more in line with the average returns we expect for the next several years.” 

He adds: “At Coronation, we remain focused on investing with a long-term mindset and ensuring that our complete range of funds continues to meet the varying needs of our clients, whether they choose to invest locally or offshore.”

Earlier this year, Coronation was also named Raging Bull South African Management Company of the Year (for a third consecutive year).


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