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.
FUND OBJECTIVES AND FOCUS

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


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WEBGRAPH
RANKING
SectorSouth African-Equity-General
SizeR6,931,442,012
Sector Rank: 52 out of 107
(lump sum over 3 years to 30 June 2016)
Overall Rank: 315 out of 760
(lump sum over 3 years to 31 October 2013)
R1000 invested on 30 June 2013 was worth R 1348 at 30 June 2016
( 10.47% annual compound return)
R100 per month since 30 June 2013 was worth R 3874 at 30 June 2016
( 4.72% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:15 APR 1996 Holdings:28
Original Price:1000 Pricing:Forward
Top Holdings on 31 October 2013
Share (Sector)No.Value% of Fund
NORTHAM (Mining)4,477,255192,521,965 2.78 %
BATS (Tobacco)413,552386,356,820 5.57 %
NASPERS-N (Media)309,121692,427,949 9.99 %
OLDMUTUAL (Life Insurance)6,456,256248,243,043 3.58 %
FOREIGNEQ (Foreign Invest)0330,165,389 4.76 %
PREFSHARES (Bond)057,767,864 0.83 %
MEDICLINIC (Health Care Equipment - Services)488,906104,002,648 1.50 %
CASH (Cash on call)011,884,870 0.17 %
MTN GROUP (Mobile Telecommunications)1,794,260256,435,639 3.70 %
TOTAL R2,279,806,18732.88%

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