What you'd expect from the Raging Bull Unit Trust Company of the year

Focused on delivering investment excellence, packaged appropriately for the majority of investor needs.
by Pieter Koekemoer

Labels line supermarket shelves with products to attract the full spectrum of consumer tastes and needs. Food that claims to be low in fat and cholesterol-free calls out to the health-conscious consumer, while high-calorie comfort food appeals to quite a different individual. By reading the list of ingredients in a product, a consumer takes comfort from knowing that 'what he sees is what he gets'.

It is more difficult to apply this principle in the world of investments, where we deal with an uncertain future on which the hopes and dreams of our clients often depend. But, in developing and refining our unit trust product range we are committed to making investing less daunting. By simplifying the options through understandable 'labelling', and by emphasising a core product range with clearly differentiated objectives, we aim to make the decision-making process less of a daunting task.

We offer a comprehensive range of 21 funds, of which six have been identified as core products. This range includes two income-oriented and four capital growth oriented portfolios. The growth portfolios have different degrees of aggression, most primarily expressed in the maximum level of exposure that these funds will have to the equity market. Four of the six funds have flexible mandates, where Coronation takes the responsibility of deciding on each funds asset allocation between different types of assets. As active fund managers, making decisions based on our proprietary research, we may not always get these decisions right, but our combination of focus resources and credibility ensures that we do get it right more often than most.

Core Fund Range - Pleasing Performance

Equity 55,34% - Benchmark 51,80%
Market Plus 42,67% - Benchmark 38,69%
Balanced Plus 41,95% - Benchmark 36,60%
Capital Plus 27,62% - Benchmark 4,87%
Strategic Income 10,61% - Benchmark 7,57%
Money Market 7,24% - Benchmark 7,17%