Coronation Capital Plus Fund MDD
Page Table of Content
Fund Objectives Fund Technicals NAV Prices
Dividends Management Asset Allocations
Fund Activities

The Fund Aims and Objectives

The investment objective of this fund is to generate a reasonable income and capital growth at less volatility of the average balanced fund.
The fund will invest in range of assets within the SA borders and internationally.

The Technical Details

Coronation Capital Plus Fund
Fund Sector
SA – Multi Asset – Medium Equity
Launch Date
2024 years ago
Fund Benchmark
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee included.
Minimum Investments

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

NAV Prices

Coronation Capital Plus Fund
May 24
R 52.80    R 0.53
   1.01%
High Avg. Low
R 52.80 R 52.03 R 50.62

The Dividends

Coronation Capital Plus Fund
Total Distributions

The Management

Coronation Capital Plus Fund

Asset Allocations

Coronation Capital Plus Fund
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

Fund Activities

Coronation Capital Plus Fund

Did You Know ?
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.

See Also

Moore Stephens Balanced FOF
Coronation Capital Plus Fund
Edge Balanced Fund
27four Balanced FOF
Allan Gray Balanced Fund
©2012-2024 NGCSOFT

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The Fund Aims and Objectives

The investment objective of this fund is to generate a reasonable income and capital growth at less volatility of the average balanced fund.
The fund will invest in range of assets within the SA borders and internationally.

The Technical Details

Coronation Capital Plus Fund
Fund Sector
SA – Multi Asset – Medium Equity
Launch Date
2024 years ago
Fund Benchmark
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee included.
Minimum Investments

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

Asset Allocations

Coronation Capital Plus Fund
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

The Management

Coronation Capital Plus Fund

See Also

Quantum Balanced FOF
Baroque Moderato FOF
Aeon Balanced Fund
Jbl Managed FOF
Destiny Prudential FOF

NAV Prices

Coronation Capital Plus Fund
May 24
R 52.80    R 0.53
   1.01%
High Avg. Low
R 52.80 R 52.03 R 50.62

The Dividends

Coronation Capital Plus Fund
Total Distributions

Fund Activities

Coronation Capital Plus Fund
Did You Know ?
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
H4 Satrix Allan Gray Coronation Sygnia
©2012-2024 NGCSOFT