looking for a balanced exposure to both domestic and
who are comfortable to grant Coronation a wide degree of
who are able to withstand short-term market and currency
fluctuations in pursuit of maximum total returns over the long
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.