Offshore Trusts ManCo List Funds by Name Funds by Category Word Search FAQ

Coronation Global Equity Select Fund Coronation Global Fund Managers (Ireland) Limited Coronation Global Equity Select Fund News Regional Portfolio Structure(Semi-Annual Comparison) Price   Ranking Sector: Global-Equity-General Size: (USD) 337 160 000   Sector Rank: 26 out of 148 (lump sum over 3 years to 28 Feb 2025)   Overall Rank: 38 out of 486 (lump sum over 3 years to 28 Feb 2025)   R20000 invested on 28 Feb 2022 was worth R31 974 at 28 Feb 2025 (16.93% annual compound return)   R5000 per month since 28 Feb 2022 was worth R263 810 at 28 Feb 2025 (23.69% annual return compounded monthly)   Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.   Management Louis Stassen, BSc, BCom (Hons), CFA Louis is a founder member and former CIO of Coronation. He is a senior portfolio manager within the investment team responsible for the absolute return unit which he established in 1999. He also co-manages the Coronation Global Capital Plus Fund. Louis has more than 20 years' industry experience and has worked in the investment teams of Allan Gray, Syfrets Managed Assets and Standard Bank in London   Neil Padoa, BEconSci (AcSci), FFA   Humaira Surve   Focus and Objective The fund invests in the shares of companies listed on equity markets around the world. A maximum of 30% of the portfolio can be invested in shares listed in emerging markets, which implies a holding of at least 70% in developed market shares. While our intent is to remain fully invested in shares, the fund is allowed to hold up to 20% of its portfolio in cash and bonds. The fund is mandated to use derivative instruments for efficient portfolio management purposes.   Technical Overview Benchmark: MSCI All Country World Index Annual fee (A): 0.00 Base currency: USD   Top holdings on 31 Dec 2024 Share (Sector) Value (USD) % of fund AUTO1GROUP (Auto) 18 206 640 5.40% WARNERBROINT (Media) 13 486 400 4.00% AIRBUSGROUP (Goods & Services) 13 149 240 3.90% METAPLATFORMS (Technology) 12 137 760 3.60% FLUTTER (Cyclical Goods & Services) 11 800 600 3.50% AMAZON.COM (Technology) 10 789 120 3.20% ROLLSROYCE (Auto) 10 451 960 3.10% TOTALS 90 021 720 26.70%

Site Last Updated: 10 March 2025 © 1999-2006 Profile Media . All rights reserved. JSE and the JSE logo are trade marks of the JSE. Legal Notices | PAIA Manual