Coronation Optimum Growth Fund

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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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Coronation Optimum Growth Fund Fact Sheet

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

Coronation Global Strategic USD Income [ZAR] Feeder Fund
Coronation Global Optimum Growth [ZAR] Feeder Fund
Coronation Market Plus Fund
Coronation Global Equity Select [ZAR] Feeder Fund
Coronation Optimum Growth Fund
Coronation Top 20 Fund
Coronation Strategic Income Fund
Coronation Global Managed [ZAR] Feeder Fund
Coronation Global Emerging Markets Flexible Fund
Coronation Global Capital Plus (ZAR) Feeder Fund
Coronation Capital Plus Fund
Coronation Balanced Plus Fund
Coronation Balanced Defensive Fund

Clarity Starts Here

  • Retirement: Model your spending
  • Taxation and Fees: Optimise
  • Legacy: Wealth transfer
  • Analysis: Independent review

Sample One-Page Summary

Equites
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Thanks for getting in touch

We aim to respond as soon as possible.