Marriott Fund Research Tool


Technical Details

Formation Date (R)	1 Apr 1997
Fund Size (ZAR)	572 272 622
Domicile	South Africa
Reporting Currency	ZAR
JSE Code (R)	COSG
ISIN (R)	ZAE000019824
Pricing	Daily
Number of unitholders	654
ASISA Category	SA-Equity-Mid and Small Cap
Benchmark	Composite benchmark: FTSE/JSE Africa Mid & Small Cap indices
Income Distributions	31/03,30/09
Income Payment	01/04,10/01
Trustee	Standard Chartered Bank
Management Company	Coronation Management Company (RF) (Pty) Ltd.
Fund Management	Alistair Lea, Siphamandla Shozi
Minimum Investment	R5 000
Minimum Top-Up	-
Minimum Monthly	R500
Risk Rating	High


Technical Details

Formation Date (R)	1 Apr 1997
Fund Size (ZAR)	572 272 622
Domicile	South Africa
Reporting Currency	ZAR
JSE Code (R)	COSG
ISIN (R)	ZAE000019824
Pricing	Daily
Number of unitholders	654
ASISA Category	SA-Equity-Mid and Small Cap
Benchmark	Composite benchmark: FTSE/JSE Africa Mid & Small Cap indices
Income Distributions	31/03,30/09
Income Payment	01/04,10/01
Trustee	Standard Chartered Bank
Management Company	Coronation Management Company (RF) (Pty) Ltd.
Fund Management	Alistair Lea, Siphamandla Shozi
Minimum Investment	R5 000
Minimum Top-Up	-
Minimum Monthly	R500
Risk Rating	High

Fund Objective

Invests in small and mid capitalisation companies, developing industries and recovery shares.

Fund Objective

Invests in small and mid capitalisation companies, developing industries and recovery shares.


Management

Alistair Lea (CA (SA), CFA) An experienced small caps and financials analyst, Alistair has managed the Coronation Smaller Companies Fund since joining the team in 2005. He completed his articles with PricewaterhouseCoopers and spent two years with JP Morgan in London before joining Brait Private Equity in 1999. In 2001, Alistair joined FTNIB Asset Management where he managed their Intellectual Capital Fund. Upon the closure of FTNIB, Alistair joined Quaystone Asset Management. Siphamandla Shozi (BSc (Actuarial)) Siphamandla joined Coronation in 2005 as a trainee equity analyst. Prior to this he worked as an actuarial assistant at both Momentum and Sanlam Life. His current responsibilities include analysing a range of small cap shares and co-managing the Coronation Smaller Companies Fund.


Management

Alistair Lea (CA (SA), CFA) An experienced small caps and financials analyst, Alistair has managed the Coronation Smaller Companies Fund since joining the team in 2005. He completed his articles with PricewaterhouseCoopers and spent two years with JP Morgan in London before joining Brait Private Equity in 1999. In 2001, Alistair joined FTNIB Asset Management where he managed their Intellectual Capital Fund. Upon the closure of FTNIB, Alistair joined Quaystone Asset Management. Siphamandla Shozi (BSc (Actuarial)) Siphamandla joined Coronation in 2005 as a trainee equity analyst. Prior to this he worked as an actuarial assistant at both Momentum and Sanlam Life. His current responsibilities include analysing a range of small cap shares and co-managing the Coronation Smaller Companies Fund.


Statutory Data

Management Company	Coronation Management Company (RF) (Pty) Ltd.
Registration Number	1973/009318/06
Directors	Lulama Boyce, Mary-Anne Musekiwa, Madichaba Nhlumayo, Anton Pillay, Cindy Robertson (Appointed 1 October 2024), Alexandra Watson (Retired from board 30 September 2024)
Trustee	Standard Chartered Bank
Auditors	KPMG
Sponsors	-
Advisors	Coronation Asset Management (Pty) Ltd.
Physical Address	Seventh Floor, MontClare Place cnr Campground & Main Roads Claremont, Cape Town 7708
Postal Address	PO Box 44684 Cape Town 7735
Telephone	021-680-2000
Tollfree	0800-221-177
Fax	021-680-2100
Email	clientservice@coronation.com
Website	http://www.coronation.com


Statutory Data

Management Company	Coronation Management Company (RF) (Pty) Ltd.
Registration Number	1973/009318/06
Directors	Lulama Boyce, Mary-Anne Musekiwa, Madichaba Nhlumayo, Anton Pillay, Cindy Robertson (Appointed 1 October 2024), Alexandra Watson (Retired from board 30 September 2024)
Trustee	Standard Chartered Bank
Auditors	KPMG
Sponsors	-
Advisors	Coronation Asset Management (Pty) Ltd.
Physical Address	Seventh Floor, MontClare Place cnr Campground & Main Roads Claremont, Cape Town 7708
Postal Address	PO Box 44684 Cape Town 7735
Telephone	021-680-2000
Tollfree	0800-221-177
Fax	021-680-2100
Email	clientservice@coronation.com
Website	http://www.coronation.com

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