Coronation Financial Fund
MANAGEMENT Fund Manager's Comment
Neill Young, BBusSc (Hons Finance); CA (SA); CFA
Neill joined Coronation in 1998 after completing his articles at Deloitte and working in Luxembourg and New York. He currently co-manages institutional portfolios within Coronation's core equity and balanced portfolio ranges as well as the Coronation Financial and Balanced Defensive funds.
Godwill Chahwahwa, BCompt; CA (SA), CFA
Before joining Coronation in 2003, Godwill completed his articles with Ernst - Young and worked for two years as an audit manager with Moores Rowland CA. He is an investment analyst and co-manager of the Coronation Preference Share and Financial funds. He also co-manages a segregated financial and industrial mandate.
FUND OBJECTIVES AND FOCUS

Invests in a broad range of financial shares, including banks, insurance and investment companies.


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WEBGRAPH
RANKING
SectorSouth African-Equity-Financial
SizeR445,797,458
Sector Rank: 5 out of 7
(lump sum over 3 years to 28 February 2019)
Overall Rank: 268 out of 991
(lump sum over 3 years to 31 July 2017)
R1000 invested on 29 February 2016 was worth R 1228 at 28 February 2019
( 7.09% annual compound return)
R100 per month since 29 February 2016 was worth R 3855 at 28 February 2019
( 4.41% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 JUL 1998 Holdings:18
Original Price:1000 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
STANBANK (Banks)382,37968,373,189 15.34 %
CASH (Cash on call)0530,887 0.12 %
TOTAL R68,904,07615.46%

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