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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: R787 370 095 (as at 31 Mar 2021)
Sector Rank: 15 out of 41
(lump sum over 1 years to 31 May 2021)
Overall Rank: 134 out of 1324
(lump sum over 1 years to 31 May 2021)
R1000 invested on 31 May 2020 was worth R1 366.93 on 31 May 2021 (36.69% annual compound return)
R100 per month since 31 May 2020 was worth R1 510.20 on 31 May 2021 (41.87% 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 2021
Share No Units Value (Rm) % of Fund
NEPIROCK 1 638 205 152.71 19.40%
GROWPNT 7 595 953 100.27 12.73%
FORTRESSA 5 917 057 80.53 10.23%
REDEFINE 19 588 805 73.46 9.33%
MAS 3 090 960 49.46 6.28%
Totals   456.42 57.97%
 
Comparative Performance
 
Portfolio Structure as at 31 Mar 2021
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.
 


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