Fund Overview

Risk Profile

Objective

The Coronation Global Capital Plus [ZAR] Feeder Fund aims to provide diversified exposure to global assets. The fund provides investors with access to the best investment ideas from around the world with the aim of achieving long-term capital growth with a capital preservation bias. 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, categories and currencies. Our objective is to achieve real returns on capital in US dollars over a 3 – 5 year period while preserving capital (in US dollars) over any 12-month period. The intent of the portfolio managers is to remain fully invested in foreign assets and, while the fund is rand-denominated, performance should be evaluated in US dollars if used as a single investment. The fund will hold its exposure to foreign assets in a variety of currencies, primarily the US dollar, British pound, euro and Japanese yen.

Investor Profile

• who want conservatively managed exposure to offshore markets
• who are over-exposed to South African investments and seek to diversify their portfolios into a conservatively constructed 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:

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