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 Regional Portfolio Structure(Semi-Annual Comparison) Price   Ranking Sector: Global-Equity-General Size: (USD) 431 680 000   Sector Rank: 30 out of 159 (lump sum over 3 years to 31 Jan 2026)   Overall Rank: 60 out of 501 (lump sum over 3 years to 31 Jan 2026)   R20000 invested on 31 Jan 2023 was worth R30 654 at 31 Jan 2026 (15.30% annual compound return)   R5000 per month since 31 Jan 2023 was worth R222 289 at 31 Jan 2026 (13.33% 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 2025 Share (Sector) Value (USD) % of fund AUTO1GROUP (Auto) 23 742 400 5.50% AMAZON.COM (Technology) 17 698 880 4.10% NUHOLDINGSLTD (Banks) 14 677 120 3.40% AIRBUSGROUP (Goods & Services) 12 950 400 3.00% MELI.US () 12 518 720 2.90% SE.US () 11 655 360 2.70% CHARLESSCHWAB (Financial Services) 11 223 680 2.60% TOTALS 104 466 560 24.20%

Site Last Updated: 3 March 2026 © 1999-2006 Profile Media . All rights reserved. JSE and the JSE logo are trade marks of the JSE. Legal Notices | PAIA Manual