Long-term investment track record - October 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 593 514 by 30 September 2018. By comparison, the returns generated by the fund’s benchmark over the same period would have grown a similar investment to R1 555 858, while the South African equity general sector would have grown a similar investment to R1 597 926.

An investment of R100 000 in Coronation Balanced Plus on 15 April 1996 would have grown to R2 127 856 by 30 September 2018. By comparison, the South African multi-asset high-equity sector over the same period would have grown a similar investment to R1 362 021.

* 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.