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.