Coronation Balanced Plus Fund

Code: CORB

Overview

The Coronation Balanced Plus Fund, which is classified as moderate, aims to maximise long-term returns at a reasonable level of risk. it is suitable as single solution investment for retirement annuities, as it complies with the relevant regulations. This fund reflects Coronation’s best investment views and enables the fund managers to maximise long-term returns at a reasonable level of risk. It is possible that this find might experience negative returns, although is highly unlikely that this balanced fund should lose money over the long term.

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Coronation Balanced Plus Fund Fact Sheet

Suitable for investors who...

  • Saving for retirement
  • Are building up long-term retirement capital.
  • Have an investment horizon of five years of longer
  • Can tolerate short term volatility and monetary loss.

Benchmark

The Coronation Balanced Plus Fund has a combination benchmark, the composite is 52.5% equity, 22.5% bonds, 20% international, 5% cash.

Strategy

The Coronation Balanced Plus Fund has relatively high equity exposure. The fund is broadly diversified across a variety of asset classes with a relatively high exposure to equity. The fund may have a maximum exposure of 75% domestic and offshore equity combined.
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Fund performance

Source: Profile Data

Fund managers

Adrian Zetler

Karl Leinberger

Karl Leinberger

Sarah-Jane Alexander

Other funds from Coronation

Coronation Market Plus Fund
Coronation Global Equity Select [ZAR] Feeder Fund
Coronation Optimum Growth 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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