Long-term investment track record - January 2018

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Coronation Insights

Coronation Insights

CORONATION HOUSEVIEW EQUITY RETURNS VS EQUITY BENCHMARK

An investment of R100 000 in Coronation Houseview Equity on 1 October 1993 would have grown to R5 039 946 by 31 December 2017. By comparison, the returns generated by the Equity Benchmark over the same period would have grown a similar investment to R2 937 423.

CORONATION GLOBAL HOUSEVIEW (BALANCED) RETURNS VS MEDIAN OF PEER GROUP*

An investment of R100 000 in Coronation Global Houseview on 1 October 1993 would have grown to R3 995 145 by 31 December 2017. By comparison, the Median return of Global Large Managers over the same period would have grown a similar investment to R2 989 816.

* 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.