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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) 349 830 000
 
Sector Rank: 10 out of 151
(lump sum over 3 years to 30 Apr 2025)
 
Overall Rank: 21 out of 490
(lump sum over 3 years to 30 Apr 2025)
 
R20000 invested on 30 Apr 2022 was worth R33 615 at 30 Apr 2025
(18.90% annual compound return)
 
R5000 per month since 30 Apr 2022 was worth R239 706 at 30 Apr 2025
(17.94% 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 Mar 2025
Share (Sector) Value (USD) % of fund
AUTO1GROUP (Auto) 22 738 950 6.50%
AIRBUSGROUP (Goods & Services) 14 692 860 4.20%
WARNERBROINT (Media) 13 993 200 4.00%
COUPANG (Goods & Services) 10 844 730 3.10%
ROLLSROYCE (Auto) 10 494 900 3.00%
SKECHERS (Retail) 10 494 900 3.00%
FLUTTER (Cyclical Goods & Services) 10 145 070 2.90%
CHARLESSCHWAB (Financial Services) 9 795 240 2.80%
AMAZON.COM (Technology) 9 445 410 2.70%
TOTALS 112 645 260 32.20%

Site Last Updated: 15 May 2025
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