Long-term investment track record - July 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 651 883 by 30 June 2018. By comparison, the returns generated by the fund’s benchmark over the same period would have grown a similar investment to R1 554 613, while the average competitor would have grown a similarinvestment to R1 609 143.

An investment of R100 000 in Coronation Balanced Plus on 15 April 1996 would have grown to R2 143 134 by 30 June 2018. By comparison, the South African multiasset high-equity sector over the same period would have grown a similar investment to R1 347 695.

* 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.