Long-term investment track record - April 2018

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Coronation Insights

Coronation Insights

An investment of R100 000 in Coronation Equity on 15 April 1996 would have grown to R2 592 594 by 31 March 2018. By comparison, the returns generated by the fund’s benchmark over the same period would have grown a similar investment to R1 487 086, while the average competitor would have grown a similar investment to R1 592 538.

An investment of R100 000 in Coronation Balanced Plus on 15 April 1996 would have grown to R2 064 613 by 31 March 2018. By comparison, the South African multiasset high-equity sector over the same period would have grown a similar investment to R1 301 918.

* 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.