Coronation Top 20 Fund

The Coronation Top 20 fund is an equity fund which invests in shares included on the JSE. It aims to significantly outperform the FTSE/JSE capped All Share Index over a three to five year period. The fund’s mandate does not allow for offshore exposure. The Coronation Top 20 is a general equity fund aiming to significantly outperform the FTSE/JSE capped All Share Index over a 3 to 5 year period, by investing in a concentrated portfolio of 20 shares listed on the JSE Securities Exchange.

Source: Profile Data

The Coronation Top 20 Fund is suitable who are in pursuit of maximum long-term returns and are able to withstand short-term market turbulence. Investors who are in their wealth build-up phase and require little income in the short-term. Investors looking for an alternative to a stockbroker-managed direct share portfolio. The Coronation Top 20 Fund is not appropriate for investors who are concerned by short-term capital losses or who want to generate consistent income, nor is it suitable for those who seek an equity investment that tracks the returns of the market.

FTSE/JSE Capped All Share Index (CAPI)

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• 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 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