Coronation Global Managed [ZAR] Feeder Fund

Fund Overview

Fund Fact Sheet

Risk Profile

Low Medium High

Objective

The Coronation Global Managed [ZAR] Feeder Fund offers diversified exposure to global assets with a focus on maximising returns over the long term. The fund provides investors with access to the best investment ideas from around the world, with the aim of maximising long-term capital growth. It blends individual asset selection with limited exposure to some of the best global investment managers to reflect Coronation’s view across asset classes, regions and currencies. The intent is to remain fully invested in foreign assets. The fund will hold its exposure to foreign assets in a variety of currencies, primarily the US dollar, British pound, euro and Japanese yen. Our objective is to outperform the global markets as measured by the MSCI World/Bond composite benchmark over a 3 – 5 year period.

Investor Profile

  • who want managed exposure to offshore markets
  • who are over-exposed to South African investments and seek to diversify their portfolios into a growth-oriented multi-asset offshore fund
  • seeking exposure to foreign asset markets to access a broader opportunity set
  • aiming to better match their existing investment portfolios to their expected future liabilities that are priced in foreign currency terms (examples include healthcare and energy costs)
  • seeking additional foreign exposure without using their offshore allowance

Offshore Exposure:

Yes

Inception Date:

29 October 2009

Fund Code:

COGM

Fund Manager(s):

Neville Chester, Gavin Joubert, Karl Leinberger, Mark Le Roux and Louis Stassen
Coronation Fund Managers

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The Investec Managed Fund aims to provide investors with stable growth of capital over the long term. The objective is to achieve returns well in excess of the fund’s peer group average, measured over three to five year periods.