Coris Capital General Equity Fund
MANAGEMENT Fund Manager's Comment
Ronnie Retief, B Tech: BA, PDFP Mathematical Modeling of Derivatives
* 1997-1999: Fixed interest proprietary trader (BoE Bank) * 1999-2002: Fixed interest proprietary trader (PSG Investment Bank) * 2003-2006: Fixed interest research analyst; transition manager (SYmmETRY Multi-Manager) * 2006 to present: SMMI portfolio manager * He has 10 years' investment experience
Sanlam Multi Manager International
Sanlam Multi Manager International (SMMI) is an investment management business dedicated to active multi-management investing. It operates independently of the conventional investment management activities within the group, both in terms of staff and investment decisions. SMMI manages assets in excess of R90bn via more than 20 different funds for over 40 000 clients. SMMI is a globally integrated business with offices in South Africa and the United Kingdom (UK). The UK office is based in London and is responsible for advising in respect of the investment management of several Sanlam products and no less than 14 funds of UK Life Assurer Merchant Investors Assurance, covering a spread of asset classes and regions around the world.

FUND OBJECTIVES AND FOCUS

The Coris Capital General Equity Fund is a multi-managed equity fund, which invests in listed shares and unit trusts with the objective of achieving capital growth through exposure to the equity market. Investment managers are selected so as to blend style, sector and risk exposures within the portfolio. The fund aims to provide consistent returns with low volatility to reap the benefit of compound investment returns. Key Features * The risk profile of the fund is above average. * The fund is an actively managed portfolio of a broad range of equities which will provide superior returns. * The fund gives a broad exposure of quality shares with medium to larger market capitalisation. Who Should Invest? * Investors who require broad equity market exposure. * Investors who are looking for a fund with the ability to manage and time economic cycles and do equity sector allocation accordingly. * Investors who do not want to worry about the timing and magnitude of switches from one equity sector to the next. * Investors who prefer to do their own asset allocation and who may require a general equity portfolio. * Investors who have a medium to long-term time horizon. The primary objective is to deliver sustainable capital growth through a broad based exposure to the equity market. (The fund can provide additional diversification through foreign investment, though limited.)


Click here to Download CSV
WEBGRAPH
RANKING
SectorDomestic-Equity-General
SizeR348,466
Sector Rank: out of 0
(lump sum over years to 30 SEP 2012)
Overall Rank: out of 0
(lump sum over years to 30 SEP 2012)
R1000 invested on was worth R at
(% annual compound return)
R100 per month since 31 October 2009 was worth R 3649 at 31 October 2012
( 0.87% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:04 JAN 2000 Holdings:88
Original Price:100 Pricing:Forward
Top Holdings on 30 SEP 2012
Share (Sector)No.Value% of Fund
CASH (Cash on call)0348,466 100.00 %
TOTAL R348,466100%

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.