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Coronation Balanced Defensive Fund
Code: COBA
Overview of Coronation Balanced Defensive Fund
The fund is tactically managed to protect and grow capital, as well as secure an attractive income. A large and experienced investment team actively seeks out the best potential opportunities for income and growth, while taking great care to consider the different risks within the fund. Balanced Defensive is specifically managed to not lose money over any 12- month period, although it cannot guarantee protection against losses.
Fund performance
Source: Profile Data
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Suitable for investors who...
- Pensioners and other investors requiring an income, especially those in the second half of retirement.
- Living annuity investors seeking a fund that aims to achieve both income and capital growth.
- Cautious pre-retirement investors seeking a low-risk fund for their retirement annuity, provident fund, preservation fund or pension fund.
- Trusts, endowments, foundations and charities who require long-term funding of a moderate spending rule.
- The fund is not appropriate for investors who want to build wealth over more than five years
Benchmark
CPI + 3% p.a
Strategy of Coronation Balanced Defensive Fund
Balanced Defensive is in the first instance managed to protect capital over any 12-month period. In addition, they aim to achieve reasonable investment growth over the long run. It is specifically managed to suit very cautious investors who want to draw an income over an extended period of time.
Fund Managers
Charles de Kock
Neill Young
Pallavi Ambekar
Other funds from Coronation
• Coronation Global Strategic USD Income [ZAR] Feeder Fund
• Coronation Global Optimum Growth [ZAR] Feeder Fund
• Coronation Market Plus Fund
• Coronation Global Equity Select [ZAR] Feeder Fund
• Coronation Top 20 Fund
• Coronation Strategic Income Fund
• Coronation Global Managed [ZAR] Feeder Fund
• Coronation Global Emerging Markets Flexible Fund
• Coronation Global Capital Plus (ZAR) Feeder Fund
• Coronation Capital Plus Fund
• Coronation Balanced Plus Fund
• Coronation Balanced Defensive Fund
‹ Back to all funds
• Coronation Global Optimum Growth [ZAR] Feeder Fund
• Coronation Market Plus Fund
• Coronation Global Equity Select [ZAR] Feeder Fund
• Coronation Top 20 Fund
• Coronation Strategic Income Fund
• Coronation Global Managed [ZAR] Feeder Fund
• Coronation Global Emerging Markets Flexible Fund
• Coronation Global Capital Plus (ZAR) Feeder Fund
• Coronation Capital Plus Fund
• Coronation Balanced Plus Fund
• Coronation Balanced Defensive Fund
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Actual 10-year performance annualised from Sept 2013 to Sept 2023
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8.0% Moderate 10 Yr Annualised
7.2% Conservative 10 Yr Annualised
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