TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Coronation Balanced Defensive Fund MDD Page Table of Content Fund Objectives Fund Technicals NAV Prices Dividends Management Asset Allocations Fund Activities

The Fund Aims and Objectives

The Technical Details
	Coronation Balanced Defensive Fund

Fund Sector
SA – Multi Asset – Low Equity

Launch Date
Feb 2007	17 years ago

Fund Benchmark
Cpi + 3%

Fund Maximum Annual Fee *
1.32%-N Y or N indicate if performance fee levied or not. Advisor fee excluded.

Minimum Investments
R5 000/R500 Lump Sum/Debit Order

Distribution Frequency
Quarterly

Fund Risk Rating

1	2	3	4	5	Medium

NAV Prices Coronation Balanced Defensive Fund

Jul 24 R 2.30 ⇑    R 0.01 ⇑    0.44%

High Avg. Low R 2.30 R 2.26 R 2.20

The Dividends Coronation Balanced Defensive Fund

Total Distributions Quarterly

The Management Coronation Balanced Defensive Fund

Asset Allocations

Fund Size	R 31.5 Bil.

Fund Activities Coronation Balanced Defensive Fund

Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added.

Did You Know ?
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
The JSE allowed listings and trading of the Actively Managed ETF in 2023.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Coronation Balanced Defensive Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Coronation Balanced Defensive Fund A unit trust fund managed and admin by Coronation Fund Managers D.Y.K ? With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
SA - MA - I SA - E - G - SA - E - LC - G - MA - F - SA - IB - VT - G - E - G - SA - MA - F - R - MA - F - SA - RE - G - SA - MA - HE -	The Fund Aims and Objectives The Technical Details Coronation Balanced Defensive Fund Fund Sector SA – Multi Asset – Low Equity Launch Date Feb 2007 17 years ago Fund Benchmark Cpi + 3% Fund Maximum Annual Fee * 1.32%-N Y or N indicate if performance fee levied or not. Advisor fee included. Minimum Investments R5 000/R500 Lump Sum/Debit Order Distribution Frequency Quarterly Fund Risk Rating 1 2 3 4 5 Medium Asset Allocations Fund Size R 31.5 Bil. The Management Coronation Balanced Defensive Fund See Also Personal Trust Managed Fund SIM Inflation Beater Fund Stanlib Multi-Manager Defensive Balanced Fund Bovest Conservative FOF Ninety One Cautious Managed Fund NAV Prices Coronation Balanced Defensive Fund Jul 24 R 2.30 ⇑    R 0.01 ⇑    0.44% High Avg. Low R 2.30 R 2.26 R 2.20 The Dividends Coronation Balanced Defensive Fund Total Distributions Quarterly Fund Activities Coronation Balanced Defensive Fund Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added. Did You Know ? With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s. The JSE allowed listings and trading of the Actively Managed ETF in 2023. While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.	Jul 24 R 2.30 Jun R 2.29 May 24 R 2.27 Apr 24 R 2.25 Mar 24 R 2.28
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