Coronation Financial Fund
MANAGEMENT Fund Manager's Comment
Neill Young, BBusSc (Hons Finance); CA (SA); CFA
Neill joined Coronation in 1998 after completing his articles at Deloitte and working in Luxembourg and New York. He currently co-manages institutional portfolios within Coronation's core equity and balanced portfolio ranges as well as the Coronation Financial and Balanced Defensive funds.
Godwill Chahwahwa, BCompt; CA (SA), CFA
Before joining Coronation in 2003, Godwill completed his articles with Ernst - Young and worked for two years as an audit manager with Moores Rowland CA. He is an investment analyst and co-manager of the Coronation Preference Share and Financial funds. He also co-manages a segregated financial and industrial mandate.
FUND OBJECTIVES AND FOCUS

Invests in a broad range of financial shares, including banks, insurance and investment companies.


Click here to Download CSV
WEBGRAPH
RANKING
SectorSouth African-Equity-Financial
SizeR515,353,715
Sector Rank: 4 out of 7
(lump sum over 3 years to 31 July 2017)
Overall Rank: 513 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1164 at 31 July 2017
( 5.19% annual compound return)
R100 per month since 31 July 2014 was worth R 3785 at 31 July 2017
( 3.23% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 JUL 1998 Holdings:18
Original Price:1000 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
STANBANK (Banks)350,79668,636,745 13.32 %
AFRO-C (Health Care Equipment - Services)1,458,1979,332,461 1.81 %
CASH (Cash on call)09,184,051 1.78 %
TOTAL R87,153,25716.91%

Send e-mail to
© 2018 SHARENET (PTY) Ltd, Cape Town, South Africa
Home     Terms & conditions    Privacy Policy
    Security Notice    Contact Details
Market Statistics are calculated by Sharenet and are therefore not the official JSE Market Statistics. The calculation/derivation may include underlying JSE data.