10.31 /
0.23%
4427.33
NAV on 2021/01/22
| NAV on 2021/01/21 |
4417.02 |
| 52 week high on 2021/01/11 |
4434.22 |
| 52 week low on 2020/03/24 |
3360.77 |
| Total Expense Ratio on 2020/09/30 |
1.12 |
| Total Expense Ratio (performance fee) on 2020/09/30 |
0 |
| Basic Materials |
452.10 |
3.75% |
| Consumer Goods |
459.18 |
3.81% |
| Consumer Services |
126.03 |
1.04% |
| Financials |
436.83 |
3.62% |
| General Equity |
1623.35 |
13.45% |
| Liquid Assets |
184.90 |
1.53% |
| SA Bonds |
4286.88 |
35.53% |
| Specialist Securities |
371.12 |
3.08% |
| Technology |
757.65 |
6.28% |
| Offshore |
3367.29 |
27.91% |
|
NASPERS-N
|
456.04 |
3.78% |
|
EGERTONCAP |
444.34 |
3.68% |
|
MAVERICKFUND |
322.80 |
2.68% |
|
BATS
|
320.42 |
2.66% |
|
ANGLO
|
317.20 |
2.63% |
Management company:
Coronation Fund Managers Ltd. |
Formation date:
2001/07/02 |
ISIN code:
ZAE000170437 |
Short name:
U-CORCAPP |
Risk:
Unknown |
Sector:
South African--Multi Asset--Medium Equity |
Benchmark:
CPI plus 4% p.a. |
Charles de Kock
Charles heads up the Absolute Return investment unit and is a portfolio manager across all strategies within the unit. He also co-manages the Coronation Balanced Defensive and Capital Plus unit trust funds. Charles has more than 30 years’ investment experience, plays a leadership role in the asset allocation process and is involved in all investment discussions.
Pallavi Ambekar
Pallavi is a senior portfolio manager responsible for the co-management of institutional portfolios within the Absolute Return strategy as well as the Coronation Balanced Defensive and Capital Plus unit trust funds. She has 17 years’ investment experience. She also has research responsibility for certain large capitalisation shares listed on the JSE.
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.
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.
