Profile's FundsDataOnline
Google
 
Quick Fund Switch See this page on the new FundsData beta
E-mail     Print
Coronation Property Equity Fund Summary Fact Sheet
South African--Real Estate--General

 
Technical Overview
Formation Date: 20 Nov 2000
Holdings: 10
Original Price: 1000
Pricing System: Forward
 
Price (A - Class)
 
Management
Anton de Goede, CFA, FRM
Anton has 13 years' investment experience. He joined Coronation in 2008 as a property specialist and manager of the Coronation Property Equity Fund. He is a member of the absolute investments team with specific responsibility for listed property-related research.
 
Ranking
Sector: South African-Real Estate-General
Fund Size: R686 005 211 (as at 31 Mar 2020)
Sector Rank: 38 out of 41
(lump sum over 1 years to 30 Jun 2020)
Overall Rank: 1316 out of 1319
(lump sum over 1 years to 30 Jun 2020)
R1000 invested on 30 Jun 2019 was worth R572.61 on 30 Jun 2020 (-42.74% annual compound return)
R100 per month since 30 Jun 2019 was worth R885.98 on 30 Jun 2020 (-57.22% annual return compounded monthly)
 
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
   
Focus and Objective
Invests in quality listed property assets with the aim to produce high income yields and long-term capital growth.
 
Latest Fund Manager Comment / News
The Property Equity Fund seeks to maximise long-term growth from investing in South  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Mar 2020
Share No Units Value (Rm) % of Fund
NEPIROCK 1 664 207 132.66 19.34%
GROWPNT 6 707 363 86.32 12.58%
REDEFINE 22 989 352 54.48 7.94%
CAPCO 1 017 264 37.08 5.41%
FORTRESSA 3 160 196 31.92 4.65%
Totals   342.47 49.92%
 
Comparative Performance
 
Portfolio Structure as at 31 Mar 2020
Click here for complete portfolio for this fund.
 
Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
Click here for fees and charges for this fund.
 
Sectoral Information
Click here for Sectoral Information for this fund.
 


Follow us on:


Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.
Other Profile Group sites: ShareData Online (stock market data) | Profile's Financial Markets | Profile Group corporate site
Terms of Use |  Privacy Policy |  PAIA manual |  Site Map |  Powered by ProfileData |  © Copyright Reserved 2020  ]
   Disclaimer: Profile Media (Pty) Ltd has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information. © Copyright Reserved 2020