South Africa - Institutional
Press Releases
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Q&A with Karl Leinberger
03 March 2014 - Karl LeinbergerKarl Leinberger is chief investment officer at Coronation Fund Managers. After a number of years of strong gains on the JSE, some analysts are predicting a pullback in 2014 — do you share that view? We don’t take a short-term view on equities at Coronation so all my comments really look at a longer-term horizon. We think the JSE is pretty fully valued as it stands so we have quite low exposure...
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Better prospects for SA fixed interest in 2014
28 February 2014 - Coronation InsightsNot surprisingly, given the outsized returns experienced in 2013, the first quarter of 2014 was a lot more volatile than at any time over the past year or two. In the end, however, equity markets were essentially directionless over the full quarter. The causes of the elevated volatility can be attributed to a number of confidence-sapping events, namely:unsettling geopolitical developments in...
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Coronation: top of the heap
20 February 2014 - Stephen CranstonIT IS unusual for a house to be so dominant across unit trusts and institutional funds at the same time. But Coronation today is an exception. Over five years, all five of its flagship unit trusts are in the top quartile: Top 20, Balanced Plus, Capital Plus, Balanced Defensive and Strategic Income. Its institutional performance is just as strong, as shown by the institutional surveys. In the...
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How Coronation grabbed the crown
20 February 2014 - Stephen CranstonThere have been several walkouts to set up new fund managers over the past 20 years. in 1998 about 16 people left gensec asset management (part of sanlam) to form gryphon. a few months later there was a similar-sized walkout from old mutual to form velocity. Inevitably, these firms wanted to be seen as the next Coronation. Because by far the most successful of the walkouts was in 1993 when 15...
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Fourth consecutive win for Coronation at Morningstar South Africa Fund Awards
20 February 2014 - Coronation InsightsCoronation Fund Managers has been awarded the prestigious title of Morningstar Best Large Fund House for a fourth consecutive year. This was in addition to receiving two individual fund awards at the 2014 Morningstar South Africa Fund Awards ceremony held in Cape Town last night. Coronation Strategic Income was named the Best Bond – Short-term Fund for the second year in a row, while...
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The balanced fund dilemma
19 February 2014 - Ingé LamprechtInvesting in times of uncertainty. JOHANNESBURG - Balanced unit trust funds have seen significant inflows over the past few years on the back of generally good performances. Also, amidst growing uncertainty and volatility, many investors have decided to leave decisions around asset-allocation to the professionals. According to the Association for Savings and Investment South Africa (Asisa), four of...
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Repeat win for Coronation as Raging Bull SA Management Company of the Year
04 February 2014 - Coronation InsightsFor the second consecutive year, Coronation Fund Managers was named South African Management Company of the Year at the 18th annual Raging Bull awards ceremony held in Cape Town last week. The award is given to the unit trust management company with the most consistent overall risk-adjusted performance across a suite of five or more rand-denominated funds (both domestic and international) with a...
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Coronation crowns it
30 January 2014 - Coronation InsightsCoronation this week won the Raging Bull Award for the Management Company of the Year for the fifth time. The Raging Bull Awards gala dinner, which was hosted by Personal Finance, ProfileData and PlexCrown Ratings, was held in Cape Town on Wednesday evening. The award is based on the performance of all a company’s funds under management on a risk-adjusted basis for periods up to five years to the...