Coronation Smaller Companies Fund
MANAGEMENT Fund Manager's Comment
Alistair Lea, CA (SA), CFA
An experienced small caps and financials analyst, Alistair has managed the Coronation Smaller Companies Fund since joining the team in 2005. He completed his articles with PricewaterhouseCoopers and spent two years with JP Morgan in London before joining Brait Private Equity in 1999. In 2001, Alistair joined FTNIB Asset Management where he managed their Intellectual Capital Fund. Upon the closure of FTNIB, Alistair joined Quaystone Asset Management.
Siphamandla Shozi, BSc (Actuarial)
Siphamandla joined Coronation in 2005 as a trainee equity analyst. Prior to this he worked as an actuarial assistant at both Momentum and Sanlam Life. His current responsibilities include analysing a range of small cap shares and co-managing the Coronation Smaller Companies Fund.

Invests in small and mid capitalisation companies, developing industries and recovery shares.

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SectorSouth African-Equity-Mid and Small Cap
Sector Rank: 1 out of 8
(lump sum over 3 years to 31 July 2019)
Overall Rank: 897 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1020 at 31 July 2019
( 0.67% annual compound return)
R100 per month since 31 July 2016 was worth R 3483 at 31 July 2019
( -2.14% annual return compounded monthly)
Formation Date:01 APR 1997 Holdings:33
Original Price:1000 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
NORTHAM (Mining)119,1587,030,322 4.69 %
DISTELL (Beverages)66,2778,596,127 5.73 %
SPAR (Food - Drug Retailers)43,7008,164,471 5.45 %
RMIH (General Financial)216,0277,338,437 4.90 %
NETCARE (Health Care Equipment - Services)229,1494,120,099 2.75 %
CARTRACK (Support Services)300,8345,941,472 3.96 %
CASH (Cash on call)04,830,731 3.22 %
ALTRON (Software - Computer Services)244,9186,502,573 4.34 %
TOTAL R52,524,23235.04%

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