Back To Home Page Launched in 1965, this general equity fund is the oldest in the market. Seven years in asset management with AGIC, Syfrets, Standard Bank London and currently Coronation Asset Management. Took over this fund 18 months ago.
Coronation follows a rigorous analytical process to screen potential investments.
The feature is a strong bottom-up philosophy with particular emphasis on quality management and reasonable value. As the focus is on larger companies, positions taken are relatively big, resulting in a higher concentration of investments than average. We believe diversification comes through a balanced portfolio, rather than by increasing the number of shares held. We are investigating the possibility of increasing foreign exposure and our philosophy is to invest mainly through listed investment trusts. It should outperform the general equity fund average and the all-share index over the medium term.