Coronation grows AUM 14% as outperformance trumps local headwinds
The asset manager lifted revenue by 10%, but headline EPS declined year-on-year once the prior period’s R561m SARS tax recovery fell away.
#CoronationFundManagers
When passive meets disruption: unearthing alpha in a market-cap world
With passive assets now eclipsing active globally, Coronation’s Peter Kempen argues that momentum-driven capital flows create fertile ground for fundamental research – and for active managers who can spot value that index trackers miss.
Dividend windfall for Coronation shareholders
The declaration follows the Constitutional Court’s ruling in the asset manager’s favour in a tax dispute with SARS.
Considering annuity options if inflation surges during retirement
Coronation looks at whether a life or a living annuity is more likely to protect a retiree’s income if we enter a high-inflation environment.
Pre-retirement withdrawals may cost RA investors dearly, Coronation warns
Withdrawing early effectively means you are borrowing from your future self over a fixed term at your expected rate of return on your RA investment.
Important lessons from the Constitutional Court in the Coronation case
The departure point in determining whether a company qualifies for the foreign business establishment tax exemption is what it actually does.
Constitutional Court’s ruling in tax dispute a relief for SA multinationals
Coronation withdraws cautionary to shareholders following victory in litigation with SARS over the foreign business establishment tax exemption.
Coronation expects the local savings industry to continue to shrink
The group grows its total assets under management by 5% and resumes declaring an interim dividend.
Coronation wins global award for empowering women in finance
Coronation Fund Managers clinches the 2024 100 Women in Finance Europe, Middle East, and Africa Diversity, Equity, and Inclusion Award.
