Coronation Equity Fund TFI A CEFTA
Strategy
"An actively managed general equity fund with an investment objective to achieve above average investment returns over time by investing in carefully selected high growth companies both locally and internationally. We pay particular attention to solid fundamental research of any potential investment opportunity, taking a longer term view. An element of carefully selected blue chip shares or larger market capitalisation shares will make up at least half of the portfolio, with the balance invested in large to medium market capitalisation companies that we have identified as growth stocks. We believe that our emphasis is stock selection, so we endeavour to be fully invested, that is 95% in equities at all times."
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
CORG | Coronation Equity Fund R | — | Limited | — | ZAR 927.85M | — | Below Average | ZAR 5,000 | −ZAR 67.16M | ||
CORA | Coronation Equity Fund A | — | — | — | ZAR 1.33B | — | Average | ZAR 5,000 | ZAR 18.14M | ||
CEB2 | Coronation Equity Fund D | — | Open | — | ZAR 117.11M | — | — | — | −ZAR 9.09M | ||
CECB4 | Coronation Equity Fund P | — | Open | — | ZAR 4.39B | — | — | ZAR 5,000 | −ZAR 189.44M | ||
CEQQ | Coronation Equity Fund Q | — | Open | — | ZAR 7.13B | — | Average | ZAR 5,000 | ZAR 1.36B | ||
CEFTA | Coronation Equity Fund TFI A | — | — | — | ZAR 30.36M | — | Above Average | — | ZAR 12.39M | ||
CEQQ3 | Coronation Equity Fund Q3 | — | Open | — | ZAR 370.24M | — | — | — | ZAR 74.05M |
United States