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Coronation Balanced Plus Fund

Code: CORB

Overview of Coronation Balanced Plus Fund

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.

Fund performance

Source: Profile Data

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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 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.

Fund Managers

Adrian Zetler

Karl Leinberger

Karl Leinberger

Sarah-Jane Alexander

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Calculate my Retirement Needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?