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Coronation Global Managed [ZAR] Feeder A

Ranked 11 out of 136 in - Aggressive ZAR over 12 months
All calculations are in ZAR unless stated

Objective

To maximise long-term investment growth by investing in a range of opportunities available in public asset markets from around the world. Our intent is to outperform an equity biased benchmark over all 5 year periods. The fund will have a bias towards shares, but can invest in a variety of assets including listed property, bonds and cash. The fund primarily invests in developed economies (including the US, Europe and Japan) but is also mandated to invest in emerging markets. The intent is to keep the fund fully invested in foreign assets at all times. Its exposure will be in a variety of currencies, primarily the US dollar, British pound, euro and yen. The fund may use exchange traded funds and other financial instruments (eg. derivatives) to implement specific investment views.

Performance

Aggressive ZAR over : 31/08/2017 - 31/08/2018
  • Rank 11/136 Total Return
  • Rank 128/136 Standard Deviation
  • Rank 136/136 Max Drawdown
Fund Name Currency Return
9 H4 Growth B1 ZAR

15.0%

10 H4 Worldwide Equity B1 ZAR

14.3%

11 Coronation Global Managed [ZAR] Feeder A ZAR

13.4%

12 Aylett Balanced Prescient A1 ZAR

12.4%

13 Foord International Feeder R

Currency exposure is hedged

Currency exposure is hedged

ZAR

12.2%

Fund Name Currency Loss
132 JBL SCI Worldwide Flexible Fund of Funds B1 ZAR

-16.3%

133 Standard Bank Namibia Flexible Property Income A ZAR

-16.3%

134 Warwick BCI International Fund of Funds A ZAR

-16.6%

135 Foord International Feeder R

Currency exposure is hedged

Currency exposure is hedged

ZAR

-17.5%

136 Coronation Global Managed [ZAR] Feeder A ZAR

-17.7%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -8.1% 14.9%
2017 3.9% 3.5% 0.8% 5.8% -5.8%
2016 -4.7% -3.2% -2.8% 0.7% 0.6%
2015 25.6% 5.7% 0.6% -2.3% 21.0%
2014 11.6% -0.2% 6.7% 1.8% 3.0%
2013 48.9% 16.6% 7.7% 8.6% 9.3%
2012 20.5% 5.1% 2.5% 6.4% 5.1%
2011 20.3% 5.0% 2.8% 3.2% 7.9%
2010 -4.2% 0.2% -4.8% 2.9% -2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date29/10/2009
  • Share Class size1,632Mn
  • Base currencyZAR
  • ISIN ZAE000139721

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Annual management1.50%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).