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| Coronation Balanced Plus Fund Fact Sheet MDD |
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Coronation Balanced Plus Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – Low Equity |
| Fund Maximum Annual Fee * |
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1.43%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Apr 1996 |
30 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Coronation Balanced Plus Fund Unit Prices |
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Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Coronation |
| Management Company |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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