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.
Nicholas Stein, CA (SA), CFA
FUND OBJECTIVES AND FOCUS

The fund would typically hold shares in a maximum of 20 companies selected from all equities listed on the JSE. Its investments will therefore always be concentrated and limited to shares in large companies listed in South Africa


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WEBGRAPH
RANKING
SectorSouth African-Equity-General
SizeR19,942,467,720
Sector Rank: 42 out of 137
(lump sum over 3 years to 31 July 2017)
Overall Rank: 676 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1100 at 31 July 2019
( 3.23% annual compound return)
R100 per month since 31 July 2016 was worth R 3675 at 31 July 2019
( 1.34% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:02 OCT 2000 Holdings:20
Original Price:1000 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
ANGLO (Mining)5,406,1212,176,504,315 10.91 %
BATS (Tobacco)3,385,6911,706,312,983 8.56 %
SPAR (Food - Drug Retailers)3,682,725688,043,512 3.45 %
STANBANK (Banks)8,394,6521,650,976,209 8.28 %
ASPEN (Pharmaceuticals - Biotechnology)6,475,716650,485,672 3.26 %
CASH (Cash on call)028,411,526 0.14 %
NASPERS-N (Software - Computer Services)646,8522,211,923,351 11.09 %
MTN GROUP (Mobile Telecommunications)14,826,0241,582,678,062 7.94 %
TOTAL R10,695,335,63053.63%

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