Coronation Top 20 Fund
MANAGEMENT Fund Manager's Comment
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.
Pallavi Ambekar, CA (SA), CFA
Pallavi joined Coronation in 2003 as a trainee research analyst after completing her articles with KPMG. She is responsible for analysing the telecommunications companies, British American Tobacco, Richemont, Massmart as well as the hotel and leisure sector. Pallavi currently co-manages institutional portfolios within Coronation's aggressive equity portfolio range and the Coronation Top 20 Fund.
FUND OBJECTIVES AND FOCUS

Aims to outperform the FTSE/JSE Top 40 index, is actively managed and will typically hold no more than 20 large cap stocks at any point in time.


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WEBGRAPH
RANKING
SectorSouth African-Equity-General
SizeR20,388,804,864
Sector Rank: 45 out of 121
(lump sum over 3 years to 31 July 2017)
Overall Rank: 613 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1130 at 31 July 2017
( 4.16% annual compound return)
R100 per month since 31 July 2014 was worth R 4105 at 31 July 2017
( 8.37% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 OCT 2000 Holdings:20
Original Price:1000 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
ANGLO (Mining)6,469,9511,653,848,875 8.11 %
BATS (Tobacco)2,303,8201,929,139,750 9.46 %
NASPERS-N (Media)757,7552,615,012,505 12.83 %
STANBANK (Banks)8,064,2931,577,859,568 7.74 %
NETCARE (Health Care Equipment - Services)27,853,582700,517,587 3.44 %
CASH (Cash on call)0-6,041,089 -0.03 %
MTN GROUP (Mobile Telecommunications)15,998,3692,185,377,205 10.72 %
TOTAL R10,655,714,40152.27%

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