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Coronation Global Managed [ZAR] Feeder A

Ranked 37 out of 40 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 : 31/01/2017 - 31/01/2018
  • Rank 37/40 Total Return
  • Rank 36/40 Standard Deviation
  • Rank 39/40 Max Drawdown
Fund Name Currency Risk
34 STANLIB Aggressive Fund of Funds A ZAR

10.2

35 Autus BCI Opportunity A ZAR

10.3

36 Coronation Global Managed [ZAR] Feeder A ZAR

12.3

37 Foord International Feeder R

Currency exposure is hedged

Currency exposure is hedged

ZAR

12.6

38 Coronation Optimum Growth A ZAR

13.6

Fund Name Currency Loss
36 Old Mutual International Growth Fund of Funds A ZAR

-9.9%

37 Coronation Optimum Growth A ZAR

-10.0%

38 Foord International Feeder R

Currency exposure is hedged

Currency exposure is hedged

ZAR

-10.9%

39 Coronation Global Managed [ZAR] Feeder A ZAR

-11.2%

40 Sygnia International Flexible Fund of Funds A ZAR

-11.4%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
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 size1,592Mn
  • Base currencyZAR
  • ISIN ZAE000139721

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

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