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) 269 470 000

Sector Rank:	81 out of 145
(lump sum over 3 years to 30 Nov 2024)

Overall Rank:	143 out of 485
(lump sum over 3 years to 30 Nov 2024)

R20000 invested on 30 Nov 2021 was worth R25 914 at 30 Nov 2024
(9.02% annual compound return)

R5000 per month since 30 Nov 2021 was worth R242 288 at 30 Nov 2024
(18.59% 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 30 Jun 2024

Share (Sector)	Value (USD)	% of fund
AMAZON.COM (Technology)	11 587 210	4.30%
ALPHABETINCA (Cyclical Goods & Services)	10 509 330	3.90%
CANADAPACRAIL (Goods & Services)	10 239 860	3.80%
CHARLESSCHWAB (Financial Services)	9 970 390	3.70%
INTERBROKERS (Financial Services)	9 700 920	3.60%
CANADANATRAIL (Goods & Services)	9 161 980	3.40%
FLUTTER (Cyclical Goods & Services)	9 161 980	3.40%
AIRBUSGROUP (Goods & Services)	9 161 980	3.40%
WELLPOINT (Healthcare)	8 892 510	3.30%
ENTAINPLC (Cyclical Goods & Services)	8 623 040	3.20%
TOTALS	97 009 200	36.00%