The Coronation Strategic Income Fund allocates assets across the yielding asset classes. The fund is suitable for investors who are: Looking for an intelligent alternative to cash or bank deposits over periods from 12 to 36 months. Seeking managed exposure to income generating investments. Believers in the benefits of active management within the fixed interest universe.

The Coronation Property Equity Fund is a sector-specific equity fund that invests in quality listed property assets.

The fund is suitable for investors: Requiring a regular stream of income from their capital base. Seeking an asset class with a lower volatility and lower return correlation to a pure equity fund. Seeking exposure to the listed property category with a strong focus on capital preservation. Who are utilising the fund as part of a diversified portfolio.

The fund is suitable for investors seeking to broaden their equity exposure by including a smaller companies fund. Who wish to benefit from the growth inherent in quality mid and small companies that have the potential to be large caps in the future. Who are not utilising the fund as a single investment but as part of a diversified portfolio.

The fund is suitable for investors seeking to broaden their equity exposure by including a resources fund, who believe that the resources category offers compelling value, who understand the cyclical nature of the category and seek long-term growth and are not utilising the fund as a single investment but as part of a diversified portfolio.

The fund aims to maximise long-term investment growth from investing in a select group of South African listed industrial and consumer companies. It seeks to outperform an index of industrial companies listed on the Johannesburg Stock Exchange (the JSE Industrials Index) over the longer term.

The fund is fully invested in companies listed on the JSE, most excluding those involved in mining and financial services. It can invest in a wide range of industries, including technology, telecommunication, healthcare and consumer goods.

The fund aims to maximise long-term growth from investing in the financial services industry. It seeks to outperform an index of financial companies listed on the Johannesburg Stock Exchange (the JSE Financial Index) over the longer term.

It remains fully invested in JSE-listed companies that earn a significant portion of their earnings from financial services. These include banks, insurance companies and related businesses.

The fund is suitable for investors: Seeking to broaden their equity exposure by including a financial services fund. Who believe that the financial services category offers compelling value. That are not utilising the fund as a single investment but as part of a diversified portfolio.

The fund seeks to maximise returns from a diverse range of primarily South African bonds. It aims to outperform the All Bond Index.

The Bond Fund can invest in fixed income instruments, issued by governments, parastatals and private companies, as well as cash. Exposure to foreign assets is limited to 10%. The fund is mandated to make use of derivative instruments for efficient portfolio management purposes

It is suitable for investors who are: Seeking an alternative to bank deposits and/or a short-term parking place for their capital. Who focus on capital preservation whilst not seeking long-term capital growth. Who wish to diversify their portfolios away from equities, specifically those who favour more stable returns within the fixed interest universe.

The fund aims to deliver a higher return than bank deposits and traditional money market funds. It only invests in South African money market instruments. These include a wide range of instruments issued by banks, corporations and other institutions. The fund primarily invests in floating-rate instruments, and has a maximum duration of two years.

It is suitable for investors who are: Risk averse requiring a regular stream of income from their capital base. Seeking to outperform cash over time and wanting to be hedged against interest rate volatility through the cycle. Seeking an alternative to bank deposits and/or a short-term parking place for their capital. Seeking a fund with a capital preservation focus whilst not requiring long-term capital growth.

The Money Market Fund aims to outperform one to three year fixed deposit and call accounts over time, while taking the lowest level of capital risk consistent with this objective.

It only invest in South African money market instruments with a maturity of less than a year. These include a wide range of instruments issued by banks and other institutions. The fund has a limit of 120 days on the average maturity of its investments and is mandated to use derivative instruments for efficient portfolio management purposes.

The fund is suitable for investors who are: Seeking an alternative to bank deposits and/or a short-term parking place for their capital. Who focus on capital preservation whilst not seeking long-term capital growth. Who wish to diversify their portfolios away from equities, specifically those who favour more stable returns within the fixed interest universe.

The fund aims to achieve a higher return than a US dollar term bank deposit. It is mainly focused on delivering short-term income.

The fund invests between 75% and 100% of its assets in a wide variety of fixed income assets. This may include bonds, money market instruments and other debt securities issued by international governments, banks and other companies or institutions. Up to 25% of the fund may be invested in listed property, preference shares and other forms of hybrid debt or equity instruments. While the fund may invest in instruments in any currency, its effective exposure to the US dollar will at least be 75% at all times. The average duration in the fund will typically not exceed three years.

The fund is suitable for investors who are: Looking for an intelligent alternative to US dollar bank deposits. Who believe in the benefits of active management in the fixed interest universe. Seeking managed exposure to income-generating investments. Seeking additional foreign exposure without using their offshore allowance.

Global Capital Plus is managed to achieve reasonable investment growth over time. The intent is that the fund should meaningfully outperform an investment in developed market cash over any five-year period. In addition, it aims to preserve capital over any twelve month period.

The fund is suitable for investors: 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.

The Global Managed aims to maximise long-term investment growth by investing in a range of opportunities available in public asset markets from around the world. Our intent is to outperform an equity biased benchmark over all five year periods.

The fund has a bias towards shares, but can invest in a variety of assets including listed property, bonds and cash. It primarily invests in developed economies (including the US, Europe and Japan) but is also mandated to invest in emerging markets.

The fund is suitable for investors: Who want managed exposure to offshore markets. Who are over-exposed to South African investments and seek to diversify their portfolios into a growth-oriented multi-asset 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.