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.
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
Foreign investments (excluding Africa) may represent up to 35% of its assets.
The fund is mandated to use derivative instruments for efficient portfolio