Flagship Fund Range - January 2018

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Coronation Insights

Coronation Insights

Domestic flagship fund range

Coronation offers a range of domestic and international funds to cater for the majority of investor needs. These funds share the common Coronation DNA of a disciplined, long-term focused and valuation-based investment philosophy and our commitment to provide investment excellence.

RISK VERSUS RETURN

10-year annualised return and risk (standard deviation) quoted as at 31 December 2017.
Figures quoted in ZAR after all income reinvested and all costs deducted.

GROWTH OF R100 000 INVESTED IN OUR DOMESTIC FLAGSHIP FUNDS ON 1 JULY 2001

Value of R100 000 invested in Coronation’s domestic flagship funds since inception of Capital Plus on 1 July 2001 as at 31 December 2017. All income reinvested for funds; FTSE/JSE All Share Index is on a total return basis. Balanced Defensive is excluded as it was only launched on 2 February 2007.

International flagship fund range

RISK VERSUS RETURN

5-year annualised return and risk (standard deviation) quoted as at 31 December 2017. Figures quoted in USD (for the oldest fund) after all income reinvested and all costs deducted.

GROWTH OF $100 000 INVESTED IN OUR GLOBAL MULTI-ASSET FUNDS ON 29 OCTOBER 2009

Value of $100 000 invested in Global Managed [ZAR] Feeder and Global Capital Plus [ZAR] Feeder since inception of Global Managed [ZAR] Feeder on 29 October 2009. All returns quoted in USD. All income reinvested for funds. MSCI World Index is on a total return basis.