Overview of Coronation Global Equity Select [ZAR] Feeder Fund
Coronation Global Equity Select Feeder Fund aims to give investors access to the best opportunities in global equity markets. The fund is biased to developed markets and actively seeks out attractively valued shares to maximise long-term growth.
Our intent is to outperform the global equity benchmark over all periods of five years and longer.
are comfortable with full exposure to shares listed in global markets outside South Africa;
accept that the fund may underperform the market significantly in the short term in pursuit of superior long-term gains;
hold other investments and are looking to add exposure to globalequity markets;
do not require an income from their investment.
MSCI All Country World Index
Strategy of Coronation Global Equity Select Feeder Fund
The fund invests in the shares of companies listed on equity markets around the world. The fund has a bias towards developed markets, typically holding at least 70% in developed market shares and up to 30% invested in shares listed in emerging markets. While our intent is to remain fully invested in shares, the fund is allowed to hold up to 20% of its portfolio in cash and bonds.
Investonline launched in 2009 to provide independent investment advice in a digital age that is forever evolving. By utilising technology and the latest financial planning models, financial planning can now be done from the comfort of your own home or office while still preserving the personal relationship that is at the heart of financial advice.
Each client is serviced by their own personal Client Portfolio Manager, with a support team, to ensure effortless portfolio management and financial planning.
At Investonline, our team’s focus is on working together with our clients to create their personal financial plans by following our digital financial planning process. Our financial planning reports are designed and built around your financial future and the lifestyle you want to lead.
Once we have implemented your financial plan and structured your investment portfolio, we will regularly review both to ensure that you stay on track to achieve your financial goals. This includes making adjustments, when necessary, to either the investment strategy or your personalised plan.
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First time investor
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Thank you once again for your excellent service
Thank you once again for your excellent service Stuart. You are always there for us when necessary and we really appreciate your friendly and honest approach and very professional assistance.
We look forward to a long and mutual relationship with you and Investonline.
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Actual 10-year performance annualised from Sept 2013 to Sept 2023
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