Coronation Global Opportunities Equity Fund

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Coronation Global Opportunities Equity Fund

Coronation Global Opportunities Equity Fund

Coronation Global Fund Managers (Ireland) Limited
	Coronation Global Opportunities Equity Fund
		Regional Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Equity-General
Size:	(USD) 691 340 000

Sector Rank:	29 out of 153
(lump sum over 3 years to 31 Jul 2025)

Overall Rank:	53 out of 492
(lump sum over 3 years to 31 Jul 2025)

R20000 invested on 31 Jul 2022 was worth R34 050 at 31 Jul 2025
(19.41% annual compound return)

R5000 per month since 31 Jul 2022 was worth R241 775 at 31 Jul 2025
(18.47% 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
Tony Gibson, BCom
Tony is a founder member of Coronation and a former CIO. He was responsible for establishing Coronation's international business in the mid-1990s, and has managed the Coronation Global Equity Alternative Strategy Fund since launch in 1996. He also manages the Coronation Global Equity Fund of Funds for institutional investors only and the Coronation World Equity [ZAR] Fund of Funds. Tony is co-manager of the Coronation Global Capital Plus Fund.

KARL LEINBERGER

Focus and Objective
The fund aims to achieve long-term capital growth that exceeds the MSCI World Index with lower volatility of returns, particularly on the downside, than conventional index linked portfolios. The fund aims to achieve the long-term growth objectives through investment in top quality funds that have a long only bias. The intent of the portfolio is to remain fully invested in foreign assets. The fund will hold exposure to foreign assets in a variety of currencies, primarily the US dollar, British pound, euro and Japanese yen.

Technical Overview
Benchmark:	MSCI All Country World Index
Base currency:	USD	Minimum lump sum:	$15 000
Domicile	Ireland	Original price:	USD 10.00
Formation date:	12 May 2008	Performance fee:	10% of the outperformance up to a maximum of 0.50% per annum is payable as a performance fee.
Management fee (p.a.):	2.02%	Pricing system:	Forward