Coronation Optimum Growth Fund
MANAGEMENT Fund Manager's Comment
Mark le Roux
Mark joined Old Mutual in 1991. After a brief spell in an accountancy position he moved to the Investment Division. He started there as a junior dealer working his way up to manager of a fixed interest and derivative dealing desk. In 1995 Mark took on his first portfolio management position. He currently manages bond portfolios - investing in assets of 13 pension funds and a portion of Old Mutual's life funds. In January 1996 Mark took over as portfolio manager of Old Mutual Gilt Fund
Louis Stassen, BSc, BCom (Hons), CFA
Louis is a founder member and former CIO of Coronation. He is a senior portfolio manager within the investment team responsible for the absolute return unit which he established in 1999. He also co-manages the Coronation Global Capital Plus Fund. Louis has more than 20 years' industry experience and has worked in the investment teams of Allan Gray, Syfrets Managed Assets and Standard Bank in London
Neville Chester, BCom, CA (SA), CFA
Neville has 14 years' investment experience and is a member of the executive committee. He spent four years as a research analyst within the financial services team at Old Mutual Asset Managers analysing banks and co-managing the financial fund. He joined Coronation in 2000 and in 2001 started managing segregated portfolios. Neville currently manages institutional portfolios within Coronation's aggressive equity portfolio range and the Coronation Market Plus fund. He also co-manages the Coronation Top 20 Fund.
Gavin Joubert, BBusSc; CA (SA); CFA
Head of Coronation's Emerging Markets team, Gavin has 15 years' experience as an investment analyst and portfolio manager. He has managed a range of South African equity and balanced funds and currently co-manages Coronation's Emerging Markets Fund. Prior to joining Coronation in 1999, Gavin qualified as a chartered accountant with Ernst - Young and worked for Merrill Lynch and CSFB in London.
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.
FUND OBJECTIVES AND FOCUS

Aims to deliver long-term growth by investing in a combination of local and international investments across all asset classes.


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WEBGRAPH
RANKING
SectorWorldwide-Multi Asset-Flexible
SizeR6,639,897,755
Sector Rank: 2 out of 25
(lump sum over 3 years to 31 July 2017)
Overall Rank: 94 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
( 11.32% annual compound return)
R100 per month since 31 July 2014 was worth R 4366 at 31 July 2017
( 12.21% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:15 MAR 1999 Holdings:65
Original Price:1000 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
NASPERS-N (Media)61,812213,313,074 3.21 %
FOREIGNEQ (Foreign Invest)0666,727,986 10.04 %
EQUITY (General Equity)073,478,923 1.11 %
CASH (Cash on call)0140,767,214 2.12 %
TOTAL R1,094,287,19716.48%

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