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Coronation Balanced Plus Fund D (0P0000JYZT)
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20/11 - Closed. Currency in ZAR
- Morningstar Rating:
- Total Assets: 121.16B
Type:
Fund
Market:
South Africa
Issuer:
Coronation Management Co
ISIN:
ZAE000064960
Asset Class:
Equity
Coronation Balanced Plus Fund D
160.285
+1.340
+0.85%
- Overview
- Profile
- Historical Data
- Holdings
0P0000JYZT Overview
On this page you'll find an in-depth profile of Coronation Balanced Plus Fund D. Learn about the key management, total assets, investment strategy and contact information of 0P0000JYZT among other information.
Investment Strategy
The fund is managed according to prudential investment requirements, which govern the mandate of pension and provident funds. The fund's primary objective is to consistently outperform a composite benchmark of 63% equity, 22% bonds 10% International and 5% cash over a 3-year period while striving to achieve upper quartile performance, as measured by the Consulting Actuaries Investment Performance Survey over the long term.
Contact Information
Address
Clairmont, 7708
Cape Town,
South Africa
Cape Town,
South Africa
Phone
+27 21 6802000
Fax
+27 (0)21 680 2100
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Sarah-Jane Alexander | Portfolio Manager | 2017 | Now |
| Adrian Zetler | - | 2017 | Now |
| Biography | Adrian joined Coronation as an equity analyst in July 2009. Prior to this, he completed his articles with PricewaterhouseCoopers (PwC) in Cape Town and then worked as a valuation specialist with PwC in London within their financial services division. Adrian is co-manager of the Coronation Industrial unit trust fund and his research responsibilities span a number of industrial stocks including media and luxury goods companies | ||
| Karl Leinberger | - | 2005 | Now |
| Duane Cable | - | 2014 | 2018 |
| Biography | Duane is a portfolio manager in Ninety One’s Quality team and heads the South African Quality business. He is a co-portfolio manager of the Cautious Managed Fund. As the head of South African Quality research, he leads the research agenda for the South African-focused Quality analysts, and is also responsible for analysing South African stocks. As part of the broader global Quality team, he researches global stocks. Prior to joining the firm he was Head of SA Equities at Coronation Fund Managers. He also managed absolute return strategies, including co-portfolio management of the Coronation Balanced Defensive Fund. Before that he was a manager in the Transaction Advisory Services division of Ernst & Young in New York, involved primarily in financial due diligence advisory services re mergers and acquisitions. Duane has a Bachelor of Commerce Honours (Accounting) from the University of Natal. He is a Chartered Accountant and member of the South African Institute of Chartered Accountants and is a CFA® charterholder. | ||
| Quinton Ivan | - | 2009 | 2013 |
| Louis Stassen | CIO (Chief Investment Officer) | 2005 | 2009 |
| Biography | Louis is a founder member and former CIO of Coronation. He is a senior portfolio manager and head of research at Coronation Asset Management, responsible for the Absolute Investments unit which he established in 1999. He joined Coronation in 1993. Louis has more than 19 years' industry experience and has worked in the investment teams of Allan Gray, Syfrets Managed Assets and Standard Bank in London. | ||
| Morné Marais | - | 2002 | 2004 |
| Vanessa Hofmeyr | Portfolio Manager | 2002 | 2003 |
| Biography | Vanessa Hofmeyr has worked in financial services since 1988. She joined Investec Asset Management from Coronation Fund Managers where she was a founding member. After beginning her career with the Johannesburg Stock Exchange and the Small Business Development Corporation, she worked for Syfrets Managed Assets as a portfolio manager and investment analyst. She has a Commerce degree from the University of Cape Town and is a Chartered Financial Analyst ® charterholder. | ||
| Markus Bachmann | Founder | 2001 | 2002 |
| Biography | Markus Bachmann holds a business degree from the University of Berne, Switzerland. He began his career in the corporate finance department of the Credit Suisse Group. In 1997, he joined the emerging markets team of SBC Brinson as the Analyst and Portfolio Manager responsible for the markets of Greece, Portugal, Israel, the Middle East and South Africa. In early 2000, Markus joined Coronation Fund Managers in Cape Town, South Africa, as a Senior Portfolio Manager and Global Resources Specialist with responsibility for various retail products and institutional mandates. In 2001, he received the S&P Award for Manager of the Best Performing Large Cap Equity Unit Trust in South Africa. Markus left Coronation to set up Craton Capital in 2003. | ||
| Rob Oellermann | - | 2001 | 2002 |
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