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.
Have an investment horizon of five years of longer
Can tolerate short term volatility and monetary loss.
The Coronation Balanced Plus Fund has a combination benchmark, the composite is 52.5% equity, 22.5% bonds, 20% international, 5% cash.
Strategy of Coronation Balanced Plus Fund
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.
Investonline launched in 2009 to provide independent investment advice in a digital age that is forever evolving. By utilising technology and the latest financial planning models, financial planning can now be done from the comfort of your own home or office while still preserving the personal relationship that is at the heart of financial advice.
Each client is serviced by their own personal Client Portfolio Manager, with a support team, to ensure effortless portfolio management and financial planning.
At Investonline, our team’s focus is on working together with our clients to create their personal financial plans by following our digital financial planning process. Our financial planning reports are designed and built around your financial future and the lifestyle you want to lead.
Once we have implemented your financial plan and structured your investment portfolio, we will regularly review both to ensure that you stay on track to achieve your financial goals. This includes making adjustments, when necessary, to either the investment strategy or your personalised plan.
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Investing with Investonline is much more than a once-off experience. Our service offering has been constructed to add value to our investors through every step of their financial and retirement journey.
From the time I first connected with Investonline many years ago, the feel-good element was present. Professional, friendly, and proactive advice and suggestions, have always been provided in the best interests of the client. I continue to be very happy with all interactions with Investonline, from my designated Financial Planner, to whoever else might be on the end of a telephone call or e-mail.
Understanding the Client's Needs
Great to deal with a company who went out of their way to understand my specific needs and to explain their reasons for suggesting alternative investments to what I initially was considering. Admin and contact with Investonline has been excellent so far.
First time investor
As a complete stranger to investing large sums of money, the team at Ivestonline where unbelievably professional and my portfolio was created without a glitch. I am super confident of a long and prosperous relationship.
Thank you once again for your excellent service
Thank you once again for your excellent service Stuart. You are always there for us when necessary and we really appreciate your friendly and honest approach and very professional assistance.
We look forward to a long and mutual relationship with you and Investonline.
Richard & Claire, Knysna.
Investonline Portfolio Performance
Actual 10-year performance annualised from July 2012 to July 2022
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