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Coronation Global Optimum Growth Fund A
Coronation Global Optimum Growth Fund A
Coronation Global Fund Managers (Ireland) Limited
Coronation Global Optimum Growth Fund A
Regional Portfolio Structure(Semi-Annual Comparison)
Price
 
Ranking
Sector: Global-Equity-General
Size: (USD) 670 240 000
 
Sector Rank: 8 out of 165
(lump sum over 0.25 years to 28 Feb 2025)
 
Overall Rank: 37 out of 555
(lump sum over 0.25 years to 28 Feb 2025)
 
R20000 invested on 28 Nov 2024 was worth R21 700 at 28 Feb 2025
(8.50% absolute return)
 
R5000 per month since 28 Nov 2024 was worth R15 779 at 28 Feb 2025
(7.66% 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.
 
Focus and Objective
Global Optimum Growth aims to maximise long-term investment growth by
investing in a globally diversified portfolio with exposure to both developed
and emerging markets across multiple asset classes. Our intent is to provide
competitive after inflation returns measured in US dollars over all five-year
periods.
 
Technical Overview
Benchmark: MSCI World
Base currency: USD Formation date: 30 Apr 2021
Domicile Ireland Minimum lump sum: $500
 
Top holdings on 31 Dec 2024
Share (Sector) Value (USD) % of fund
PROSUSNV (Equities) 20 777 440 3.10%
AIRBUSGROUP (Goods & Services) 20 777 440 3.10%
DELIVHERO (Technology) 16 756 000 2.50%
JINGDONG (Cyclical Goods & Services) 16 085 760 2.40%
METAPLATFORMS (Technology) 16 085 760 2.40%
COUPANG (Goods & Services) 15 415 520 2.30%
TAPESTRY INC (Retail) 15 415 520 2.30%
MERCADOLIBRE (Financial Services) 14 745 280 2.20%
TOTALS 136 058 720 20.30%

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