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Coronation Market Plus Fund

Code: CMPF

Overview of Coronation Market Plus Fund

Coronation Market Plus Fund aims to maximise long-term investment growth, at lower levels of risk than a fund that is only invested in shares.

Fund performance

Source: Profile Data

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Suitable for investors who...

Long-term investors who are building wealth and
  • can stay invested for at least five years (preferably longer);
  • seek to preserve the purchasing power of their savings over the long term by investing in a diversified portfolio;
  • are not dependent on an income from their investment;
  • who do not need to accept the investment constraints applicable to retirement savers.

Benchmark

Composite: 52.5% equity, 22.5% bonds, 5% cash, 20% international

Strategy of Coronation Market Plus Fund

Coronation Market Plus Fund can invest in a wide range of assets such as shares, bonds, listed property and cash, both in South Africa and internationally. It will typically have a strong bias towards shares, which offer the highest expected long-term returns. But unlike an equity fund, it does not have to remain fully invested in shares when we believe the stock market is too expensive. Foreign investments (excluding Africa) may represent up to 35% of its assets. The fund is mandated to use derivative instruments for efficient portfolio management purposes.

Fund Managers

Neville Chester

Neville Chester

Pallavi Ambekar

Pallavi Ambekar

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Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
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?