17.32 /
0.41%
4237.81
NAV on 2020/02/20
| NAV on 2020/02/19 |
4220.49 |
| 52 week high on 2020/01/20 |
4255.88 |
| 52 week low on 2019/02/25 |
4095.14 |
| Total Expense Ratio on 2019/12/31 |
1.14 |
| Total Expense Ratio (performance fee) on 2019/12/31 |
0 |
| Basic Materials |
445.45 |
3.29% |
| Consumer Goods |
408.60 |
3.02% |
| Financials |
1308.80 |
9.66% |
| General Equity |
2289.06 |
16.89% |
| Gilts |
5011.63 |
36.99% |
| Liquid Assets |
295.36 |
2.18% |
| Specialist Securities |
156.78 |
1.16% |
| Technology |
564.17 |
4.16% |
| Telecommunications |
137.28 |
1.01% |
| Offshore |
2932.06 |
21.64% |
|
BATS
|
408.60 |
3.02% |
|
NASPERS-N
|
371.17 |
2.74% |
|
EGERTONCAP |
368.36 |
2.72% |
|
ANGLO
|
282.36 |
2.08% |
|
O-CONTGLE |
277.58 |
2.05% |
Management company:
Coronation Fund Managers Ltd. |
Formation date:
2001/07/02 |
ISIN code:
ZAE000170437 |
Short name:
U-CORCAPP |
Risk:
Medium |
Sector:
South African--Multi Asset--Medium Equity |
Benchmark:
CPI plus 4% p.a. |
Charles de Kock
Charles is a senior portfolio manager with 25 years' investment experience. He plays a leadership role in the asset allocation process and is responsible for the management of a number of institutional client portfolios. Charles also co-manages the Coronation Balanced Defensive Fund. As a senior member of the team he is involved in all investment discussions and is a popular speaker at client presentations.
Pallavi Ambekar
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.
2020/02/17 00:00:00
Capital Plus is in the first instance managed to achieve reasonable investment growth over the medium to long term. Our intent is that the fund should produce an annualised return of at least inflation plus 4% over time. In addition, we aim to preserve capital over any 18-month period. It is specifically managed to suit investors who want to draw an income over an extended period of time.
Focused on the preservation of capital over all rolling 12-month periods. Over the medium-term, the objective is to produce real growth of at least 4% per annum.
