Fund Performance

At Coronation we aim to deliver 1st quartile performance for all our funds over meaningful periods. All unit trusts performance returns are reported net of (after) investment management fees.

QUARTILE RANKING
FUND SINCE INCEPTION LAST 10 YEARS LAST 5 YEARS
Top 20 Inception Date: 01 October 2000 1st 1st 1st
Balanced Plus Inception Date: 15 April 1996 1st 1st 1st
Capital Plus Inception Date: 02 July 2001 3rd 1st 3rd
Balanced Defensive Inception Date: 01 February 2007 1st 1st 1st
Strategic Income Inception Date: 02 July 2001 1st 1st 1st
PERFORMANCE
FUND SINCE INCEPTION LAST 10 YEARS LAST 5 YEARS
Top 20 19.2% 13.0% 11.5%
Balanced Plus 15.2% 11.0% 11.3%
Capital Plus 12.6% 9.2% 8.0%
Balanced Defensive 10.0% 10.3% 8.8%
Strategic Income 10.5% 9.1% 8.0%
GROWTH OF INVESTMENT
  • Top 20
  • Balanced Plus
  • Capital Plus
  • Balanced Defensive
  • Strategic Income

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RISK STATISTICS SINCE LAUNCH
FUND ANNUALISED RETURN SINCE INCEPTION ANNUALISED DEVIATION MAXIMUM DRAWDOWN % POSITIVE MONTHS
Top 20 19.2% 16.3% (31.7)% 61.4%
Balanced Plus 15.2% 13.3% (34.3)% 68.1%
Capital Plus 12.6% 6.9% (8.3)% 69.2%
Balanced Defensive 10.0% 4.1% (2.6)% 78.5%
Strategic Income 10.5% 2.6% (1.3)% 92.4%

At Coronation we aim to deliver 1st quartile performance for all our funds over meaningful periods. All unit trusts performance returns are reported net of (after) investment management fees.

PERFORMANCE
FUND SINCE INCEPTION LAST 10 YEARS LAST 5 YEARS
Global Emerging Markets 6.8% - 5.4%
Global Opportunities Equity 6.4% - 10.4%
Global Managed [USD] 7.4% - 7.5%
Global Capital Plus [Houseview Currency] 4.5% - 3.4%
Global Strategic USD Income 2.7% - 1.8%
GROWTH OF INVESTMENT
  • Global Emerging Markets
  • Global Opportunities Equity
  • Global Managed [USD]
  • Global Capital Plus [Houseview Currency]
  • Global Strategic USD Income

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RISK STATISTICS SINCE LAUNCH
FUND ANNUALISED RETURN SINCE INCEPTION ANNUALISED DEVIATION MAXIMUM DRAWDOWN % POSITIVE MONTHS
Global Emerging Markets 6.8% 24.5% (49.5)% 58.8%
Global Opportunities Equity 6.4% 15.2% (39.9)% 61.7%
Global Managed [USD] 7.4% 12.2% (17.4)% 67.0%
Global Capital Plus [Houseview Currency] 4.5% 7.7% (10.5)% 61.0%
Global Strategic USD Income 2.7% 1.5% (1.2)% 76.4%

At Coronation we aim to deliver 1st quartile performance for all our funds over meaningful periods. All unit trusts performance returns are reported net of (after) investment management fees.

QUARTILE RANKING
FUND SINCE INCEPTION LAST 10 YEARS LAST 5 YEARS
Global Emerging Markets Flexible [ZAR] Inception Date: 28 December 2007 2nd - 2nd
Global Opportunities Equity [ZAR] Feeder Inception Date: 01 August 1997 1st 1st 1st
Optimum Growth Inception Date: 15 March 1999 2nd 1st 1st
Global Managed [ZAR] Feeder Inception Date: 29 October 2009 1st - 1st
Global Capital Plus [ZAR] Feeder Inception Date: 03 November 2008 2nd - 2nd
PERFORMANCE
FUND SINCE INCEPTION LAST 10 YEARS LAST 5 YEARS
Global Emerging Markets Flexible [ZAR] 10.6% 10.6% 12.9%
Global Opportunities Equity [ZAR] Feeder 12.4% 11.3% 18.9%
Optimum Growth 14.4% 10.6% 16.6%
Global Managed [ZAR] Feeder 13.9% - 15.6%
Global Capital Plus [ZAR] Feeder 8.4% - 10.9%
GROWTH OF INVESTMENT
  • Global Emerging Markets Flexible [ZAR]
  • Global Opportunities Equity [ZAR] Feeder
  • Optimum Growth
  • Global Managed [ZAR] Feeder
  • Global Capital Plus [ZAR] Feeder

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RISK STATISTICS SINCE LAUNCH
FUND ANNUALISED RETURN SINCE INCEPTION ANNUALISED DEVIATION MAXIMUM DRAWDOWN % POSITIVE MONTHS
Global Emerging Markets Flexible [ZAR] 10.6% 17.1% (38.6)% 56.7%
Global Opportunities Equity [ZAR] Feeder 12.4% 16.0% (45.3)% 61.6%
Optimum Growth 14.4% 12.1% 65.8%
Global Managed [ZAR] Feeder 13.9% 13.1% (12.1)% 64.3%
Global Capital Plus [ZAR] Feeder 8.4% 12.6% (14.4)% 58.2%

If you would like to see the performance of any of our other funds, click here.