The Coronation Capital Plus Fund is classified as moderate and 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.
The Coronation Capital Plus Fund is suitable for investors: Seeking a risk-conscious investment solution enabling an annual income drawdown over an extended period of time. Seeking a conservative investment solution with a strong focus on capital preservation. Requiring a reasonable rate of return over investment horizons of between 3 and 5 years. With a low tolerance for the volatility of returns associated with equity investing. When your objective is to accumulate capital over the long term, the fund is only suitable if you are a very conservative investor.
The Coronation Capital Plus Fund benchmark is CPI + 4%.
Strategy of Coronation Capital Plus Fund
With the Coronation Capital Plus Fund only a maximum of 70% of its investments may be held in growth assets like shares and listed property.