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Coronation Optimum Growth Fund

Code: CNOG

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

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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

Gavin Joubert

Karl Leinberger

Karl Leinberger

Louis Stassen

Louis Stassen

Mark le Roux

Mark le Roux

Neville Chester

Neville Chester

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Calculate my Retirement Needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?