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.

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SectorSouth African-Equity-General
Sector Rank: 29 out of 105
(lump sum over 3 years to 31 December 2015)
Overall Rank: 269 out of 751
(lump sum over 3 years to 31 December 2015)
R1000 invested on 31 December 2012 was worth R 1429 at 31 December 2015
( 12.63% annual compound return)
R100 per month since 31 December 2012 was worth R 3981 at 31 December 2015
( 6.44% annual return compounded monthly)
Formation Date:15 APR 1996 Holdings:28
Original Price:1000 Pricing:Forward
Top Holdings on 31 December 2015
Share (Sector)No.Value% of Fund
SASOL (Chemicals)330,275138,517,335 1.97 %
BATS (Tobacco)513,214448,107,672 6.39 %
NASPERS-N (Media)311,641660,678,920 9.42 %
OLDMUTUAL (Life Insurance)4,950,395205,193,873 2.92 %
PORSCHE (Cyclical Goods - Services)228,737195,207,122 2.78 %
PREFSHARES (Bond)055,095,534 0.79 %
MEDCLIN (Health Care Equipment - Services)667,68279,454,158 1.13 %
CASH (Cash on call)044,030,904 0.63 %
MTN GROUP (Mobile Telecommunications)1,763,748234,384,472 3.34 %
TOTAL R2,060,669,99029.37%

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