Overview of Coronation Optimum Growth Fund
Coronation Optimum Growth Fund is a flexible, international rand-based fund that invests in a mixture of local and international investments across all asset classes to deliver long-term growth.
Fund performance
Source: Profile Data
Downloads
Suitable for investors who...
- looking for a balanced exposure to both domestic and
international assets
- who are comfortable to grant Coronation a wide degree of
discretion
- who are able to withstand short-term market and currency
fluctuations in pursuit of maximum total returns over the long
term
Benchmark
CAPI (35%), ACWI (35%), ALBI (15%) and BGBA (15%)
Strategy of Coronation Optimum Growth Fund
Coronation Optimum Growth Fund's objective is to outperform its benchmark over the medium term through investing in a combination of the most attractively priced South African and international assets.
Coronation Optimum Growth is a flexible, worldwide fund that aims to deliver capital growth through active asset allocation with a long-term bias towards equities and a focus on stock picking. Although equities will always form a heart of the portfolio, the fund has the flexibility to reduce equity exposure in the event of structural equity market over valuation. Although the fund’s mandate allows for 100% worldwide exposure, the fund is likely to always have some South African exposure.
Fund Managers
Gavin Joubert
Karl Leinberger
Louis Stassen
Mark le Roux
Neville Chester
Other funds from
Coronation
Next Webinar
Next: Economic Crossroads. Where are SA and the World Headed?
Speakers → Nick Brummer & Johann Els
13 Aug 25 11:00