Coronation
Coronation Global Capital Plus Strategy
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Coronation for every strategy.
Performance
as of Jun 30, 2026 · gross of fees · USD
- YTD+1.0%index +1.8%
- 1Y+5.2%index +4.0%
- 3Y · /yr+9.6%index +4.8%
- 5Y · /yr+5.7%index +3.7%
- 10Y · /yr+6.1%index +2.6%
- Inception · total+219%index +27.9%
Index: Secured Overnight Financing Rate (SOFRINDX Index)
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptiontotal | |
|---|---|---|---|---|---|---|
| Coronation Global Capital Plus Strategy | +1.0% | +5.2% | +9.6% | +5.7% | +6.1% | +219% |
| Secured Overnight Financing Rate (SOFRINDX Index) | +1.8% | +4.0% | +4.8% | +3.7% | +2.6% | +27.9% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
We used the share price declines to build and add to positions.
We used the share price declines to build and add to positions.
Post quarter-end, we exited the position, notwithstanding a very favourable outlook for the company: