Coronation Global Opportunities Equity Fund

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Coronation Global Opportunities Equity Fund

Coronation Global Opportunities Equity Fund

Coronation Global Fund Managers (Ireland) Limited
	Coronation Global Opportunities Equity Fund
		News
		Regional Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Equity-General
Size:	(USD) 8 490 000 000

Sector Rank:	65 out of 145
(lump sum over 3 years to 30 Nov 2024)

Overall Rank:	114 out of 485
(lump sum over 3 years to 30 Nov 2024)

R20000 invested on 30 Nov 2021 was worth R26 410 at 30 Nov 2024
(9.71% annual compound return)

R5000 per month since 30 Nov 2021 was worth R236 054 at 30 Nov 2024
(17.01% 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
Tony Gibson, BCom
Tony is a founder member of Coronation and a former CIO. He was responsible for establishing Coronation's international business in the mid-1990s, and has managed the Coronation Global Equity Alternative Strategy Fund since launch in 1996. He also manages the Coronation Global Equity Fund of Funds for institutional investors only and the Coronation World Equity [ZAR] Fund of Funds. Tony is co-manager of the Coronation Global Capital Plus Fund.

KARL LEINBERGER

Focus and Objective
The fund aims to achieve long-term capital growth that exceeds the MSCI World Index with lower volatility of returns, particularly on the downside, than conventional index linked portfolios. The fund aims to achieve the long-term growth objectives through investment in top quality funds that have a long only bias. The intent of the portfolio is to remain fully invested in foreign assets. The fund will hold exposure to foreign assets in a variety of currencies, primarily the US dollar, British pound, euro and Japanese yen.

Technical Overview
Benchmark:	MSCI All Country World Index
Base currency:	USD	Minimum lump sum:	$15 000
Domicile	Ireland	Original price:	USD 10.00
Formation date:	12 May 2008	Performance fee:	10% of the outperformance up to a maximum of 0.50% per annum is payable as a performance fee.
Management fee (p.a.):	2.02%	Pricing system:	Forward