About the Coronation Top20 P

Top 20 aims to outperform the equity market over the long term

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Bundle Information

Fund Classification South African General Equity
Benchmark FTSE/JSE Capped Shareholders Weighted All Share Index (C-SWIX)
Fund/lnception Date Oct 2, 2000
JSETicker CTTB4
Risk Profile
Unit Trust Name Coronation Top20 P
Income Distribution Semi-annually (March & September)

Pricing

  • 1M RTN
    3M RTN
    6M RTN
    1 YR RTN
    MAX RTN
  • DAILY CHANGE
  • Zoom Level
    • 1M
    • 3M
    • 6M
    • 1Y
    • MAX
Fund Size NAV TRI
R 25 222 189 849 1911142 333.81137

Current Prices Prices update end of day

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Percentage and Performance

Fees

Annual Manager 0.69%
Performance Fee N/A
TER 1.00%
Transaction Cost 0.28%

Performance

Apr 2024 2.36%
1 Month 3.80%
1 Year 3.75%
3 Months 1.98%
6 Months 8.32%
YTD -0.45%
3 Years 8.02%
5 Years 10.04%

Dividends

Last Payable Date 2019-10-01
Last Payable Amount 279.59C
Next Payable Date
Next Payable Amount
LDT

Risks

Daily Risk

3 Years Absolute Return 23.88%
3 Years Maximum Drawdown 12.28%
5 Years Absolute Return 58.45%
5 Years Maximum Drawdown 34.70%

Monthly Risk

3 Years Sharpe 0.27%
3 Years Sortino 0.13%
3 Years Standard Deviation 13.82%
5 Years Sharpe 1.00%
5 Years Sortino 0.44%
5 Years Standard Deviation 16.21%

Sector Allocation

Industrial Metals and Mining
Software and Computer Services
Precious Metals and Mining
Banks
Life Insurance
Investment Banking and Brokerage Services
Personal Care Drug and Grocery Stores
Tobacco
Oil Gas and Coal
Pharmaceuticals and Biotechnology

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