Clarity Starts Here
- Retirement: Model your spending
- Taxation and Fees: Optimise
- Legacy: Wealth transfer
- Analysis: Independent review
Sample One-Page Summary
Coronation Optimum Growth Fund
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
•
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
• 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
Next Webinar
Next: Economic Crossroads. Where are SA and the World Headed?
Speakers → Nick Brummer & Johann Els
13 Aug 25 11:00