Coronation Industrial Fund
MANAGEMENT Fund Manager's Comment
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.
Adrian Zetler
FUND OBJECTIVES AND FOCUS

Invests in a broad range of domestic industrial shares.


Click here to Download CSV
WEBGRAPH
RANKING
SectorSouth African-Equity-Industrial
SizeR1,350,892,785
Sector Rank: 1 out of 7
(lump sum over 3 years to 31 July 2017)
Overall Rank: 93 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1380 at 31 July 2017
( 11.33% annual compound return)
R100 per month since 31 July 2014 was worth R 4168 at 31 July 2017
( 9.33% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 JUL 1998 Holdings:30
Original Price:1000 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
BATS (Tobacco)155,976130,608,946 9.67 %
NASPERS-N (Media)115,697399,270,347 29.56 %
ZEDER (General Financial)3,186,28821,985,387 1.63 %
PREFSHARES (Bond)08,533,160 0.63 %
MEDICLINIC (Health Care Equipment - Services)448,01847,660,155 3.53 %
REMGRO (General Industrials)186,01043,898,360 3.25 %
CASH (Cash on call)027,881,159 2.06 %
MTN GROUP (Mobile Telecommunications)851,962116,378,009 8.61 %
TOTAL R796,215,52358.94%

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.