Our proven multi-asset capabilities across global markets have generated significant value for investors over the long term, as demonstrated by the track record of Coronation Optimum Growth (Figure 3). Having pioneered the uniquely flexible worldwide multi-asset mandate 22 years ago, the Fund is an aggressive long-term portfolio that invests in the best opportunities selected from local, emerging and developed markets. As at end-May 2021, the retail class of the Fund had:

  • outperformed global equities (as measured by the MSCI World Index) by 3.8% p.a. since inception (in US dollars), resulting in a current investment value more than double that of an investment in the index, delivered with significantly less volatility.
  • outperformed US inflation by 7.8% p.a. since inception (in US dollars); and ranked first in its Morningstar category over all longer-term periods of 10, 15 and 20 years, while outperforming more than 90% of all competitors over the last 3 and 5 years. (Source: Morningstar)

Figure 3.png

The breadth and depth of our investment team’s expertise is also evident in the more than 10-year track records of our pure global multi-asset funds among international peers (see Figures 4 and 5).

Figure 4.png

Figure 5.png

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