Coronation Global Equity Select Fund

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Coronation Global Equity Select Fund

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:	29 out of 148
(lump sum over 3 years to 31 Mar 2025)

Overall Rank:	47 out of 484
(lump sum over 3 years to 31 Mar 2025)

R20000 invested on 31 Mar 2022 was worth R31 012 at 31 Mar 2025
(15.74% annual compound return)

R5000 per month since 31 Mar 2022 was worth R235 245 at 31 Mar 2025
(16.80% 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%