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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. The fund is diversified across a range of assets reflecting its cautious risk budget. This includes a selection of shares that they believe are attractively valued, as well as quality income assets.

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

Balanced Defensive is specifically managed to not lose money over any 12- month period, although it cannot guarantee protection against losses. The fund managers' intent is that the fund should produce a return of at least CPI + 3% p.a. over the medium term.

Strategy of Coronation Balanced Defensive Fund

Balanced Defensive is in the first instance managed to protect capital over any 12-month period. In addition, we 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

Charles de Kock

neil young fund manager

Neill Young

Pallavi Ambekar

Pallavi Ambekar

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