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.
Quinton Ivan, BBusSc, BCom (Hons), CA (SA), CFA
Quinton joined the Coronation investment team as an equity analyst in 2005 and was appointed Head of Equity Research in 2012. He currently analyses retail, construction and pharmaceutical stocks and co-manages the Coronation Equity and Balanced Plus funds as well as Houseview Portfolios. Prior to joining Coronation, Quinton was a senior manager with KPMG in the financial services division.

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: 29 out of 103
(lump sum over 3 years to 31 October 2015)
Overall Rank: 216 out of 748
(lump sum over 3 years to 31 October 2015)
R1000 invested on 31 October 2012 was worth R 1552 at 31 October 2015
( 15.79% annual compound return)
R100 per month since 31 October 2012 was worth R 4222 at 31 October 2015
( 10.13% annual return compounded monthly)
Formation Date:15 APR 1996 Holdings:28
Original Price:1000 Pricing:Forward
Top Holdings on 31 October 2015
Share (Sector)No.Value% of Fund
ANGLO (Mining)2,552,735295,096,166 4.27 %
BATS (Tobacco)681,203517,911,829 7.49 %
NASPERS-N (Media)376,725651,982,889 9.43 %
NEDBANK (Banks)1,259,987276,819,144 4.00 %
EQUITY (General Equity)09,842,344 0.14 %
TRENCOR (Industrial Transportation)1,951,145102,025,372 1.48 %
CASH (Cash on call)035,115,564 0.51 %
ZPLP (Preference Shares)1,702,98073,568,736 1.06 %
MTN GROUP (Mobile Telecommunications)1,802,796320,897,688 4.64 %
TOTAL R2,283,259,73233.02%

Send e-mail to
© 2015 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.