Coronation SA Capital Plus Fund
MANAGEMENT Fund Manager's Comment
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
Henk Groenewald, BEng (E-E), CFA
Henk joined Coronation as an equity analyst in 2005. Prior to this, he spent two years as a trainee equity analyst with Allan Gray and three years as an electrical engineer at Sasol. Henk co-manages the Coronation Resources Fund and Coronation's absolute return range of funds.
Duane Cable, BCom (Hons), CA (SA), CFA
Duane joined Coronation in 2006 as an investment analyst focusing on the resources sector. His current research responsibilities include paper - packaging, gold, steel and various companies within the industrial sector. Duane is co-manager across the absolute return range of funds and the Coronation Resources Fund.

FUND OBJECTIVES AND FOCUS

Focused on the preservation of capital over any rolling 12-month period. Over the medium-term, the objective is to produce a real growth rate of at least 3.5% per annum. The fund invests in South African assets only.


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WEBGRAPH
RANKING
SectorSouth African-Multi Asset-Medium Equity
SizeR490,172,050
Sector Rank: out of 0
(lump sum over years to 30 JUN 2013)
Overall Rank: out of 0
(lump sum over years to 30 JUN 2013)
R1000 invested on was worth R at
(% annual compound return)
R100 per month since 30 September 2010 was worth R 4103 at 30 September 2013
( 8.34% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 APR 2004 Holdings:30
Original Price:1000 Pricing:Forward
Top Holdings on 30 JUN 2013
Share (Sector)No.Value% of Fund
ANGLO (Mining)93,16817,874,281 3.65 %
BATS (Tobacco)28,10514,415,898 2.94 %
NASPERS-N (Media)14,17110,344,830 2.11 %
HOSP-A (Real Estate Investment Trusts)556,5469,349,973 1.91 %
BONDS (Bond)0101,691,147 20.75 %
MEDCLIN (Health Care Equipment - Services)118,2318,117,740 1.66 %
TRENCOR (Industrial Transportation)82,4925,568,210 1.14 %
CASH (Cash on call)0-1,696,971 -0.35 %
ABSABANK-P (Preference Shares)12,83911,144,252 2.27 %
U-NEWLD (Exchange Traded Funds)48,8085,687,596 1.16 %
MTN GROUP (Mobile Telecommunications)104,08019,150,720 3.91 %
TOTAL R201,647,67641.15%

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