Coronation Equity Fund
MANAGEMENT Fund Manager's Comment
Karl Leinberger, BBusSc; CA (SA); CFA
Karl is CIO and a member of the executive committee. He joined Coronation in 2000 as an equity analyst, was made head of research in 2005 and appointed CIO in May 2008. Karl co-manages the Coronation Houseview Portfolios as well as the Coronation Equity and Balanced Plus funds.
Sarah-Jane Alexander, BBusSc, CFA
Sarah-Jane joined the Coronation investment team in 2008 as an equity analyst. Her current responsibilities include co-managing the Coronation Industrial Fund and researching food producers and hospital stocks amongst others. Prior to joining Coronation, she formed part of the investment team at JP Morgan Asset Management in London where she was a European research analyst and then co-manager of their UK Smaller Companies Fund.

An emphasis on active stock selection and will remain fully invested in domestic equities at all times.

Click here to Download CSV
SectorSouth African-Equity-General
Sector Rank: 45 out of 111
(lump sum over 3 years to 28 February 2017)
Overall Rank: 572 out of 781
(lump sum over 3 years to 28 February 2017)
R1000 invested on 28 February 2014 was worth R 1145 at 28 February 2017
( 4.62% annual compound return)
R100 per month since 28 February 2014 was worth R 3827 at 28 February 2017
( 3.94% annual return compounded monthly)
Formation Date:15 APR 1996 Holdings:28
Original Price:1000 Pricing:Forward
Top Holdings on 28 February 2017
Share (Sector)No.Value% of Fund
ANGLO (Mining)936,006182,614,771 2.71 %
STEINHOFF N.V. (Household Goods)4,356,772310,550,708 4.60 %
NASPERS-N (Media)311,954628,303,432 9.31 %
STANBANK (Banks)1,495,647226,964,432 3.36 %
FOREIGNEQ (Foreign Invest)0151,081,647 2.24 %
PREFSHARES (Bond)045,385,589 0.67 %
CASH (Cash on call)012,330,405 0.18 %
MTN GROUP (Mobile Telecommunications)2,553,711322,201,717 4.77 %
TOTAL R1,879,432,70127.84%

Send e-mail to
© 2017 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.