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| Coronation Property Equity Fund | |||||||
| MANAGEMENT | Fund Manager's Comment | ||||||
| Anton de Goede, CFA, FRM | |||||||
| Anton has 13 years' investment experience. He joined Coronation in 2008 as a property specialist and manager of the Coronation Property Equity Fund. He is a member of the absolute investments team with specific responsibility for listed property-related research. | |||||||
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| FUND OBJECTIVES AND FOCUS | |||||||
Invests in quality listed property assets with the aim to produce high income yields and long-term capital growth. | |||||||
| RANKING | |
| Sector | South African-Real Estate-General |
| Size | R2,377,913,124 |
| Sector Rank: 3 out of 18 (lump sum over 3 years to 30 April 2013) |
| Overall Rank: 5 out of 616 (lump sum over 3 years to 30 April 2013) |
| R1000 invested on 30 April 2010 was worth R 1901 at 30 April 2013 ( 23.88% annual compound return) |
| R100 per month since 30 April 2010 was worth R 5410 at 30 April 2013 ( 25.18% annual return compounded monthly) |
| TECHNICAL OVERVIEW | |||||||
| Formation Date: | 20 NOV 2000 | Holdings: | 10 | ||||
| Original Price: | 1000 | Pricing: | Forward | ||||
| Top Holdings on 30 April 2013 | |||
| Share (Sector) | No. | Value | % of Fund |
| GROWPNT (Real Estate Investment - Services) | 17,901,885 | 482,455,801 | 20.29 % |
| FOREIGN C (For Currency) | 0 | -3,575 | -0.00 % |
| CASH (Cash on call) | 0 | 59,241,137 | 2.49 % |
| TOTAL | R541,693,363 | 22.78% |