Coronation Capital Plus Fund Fact Sheet MDD
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Fund 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.
Monthly Prices
Dec 24
R 57.01    R -.44
   -0.77%
High Avg. Low
R 57.45 R 53.95 R 51.39
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *
1.32%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Jul 2001 24 years ago
Fund Benchmark
Cpi + 4%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 13.5 Bil.


Coronation Capital Plus Fund Unit Prices
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
Did You Know ?

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.

Distributions Info (in cents)
Q3 of 2023 51.04
Q2 of 2023 44.84
Q1 of 2023 35.90
See Also
Edge Balanced Fund
Assetbase CPI 4% FOF
New Road Moderate FOF
Quantum Balanced FOF
FG Saturn Moderate FOF
Asset Allocation Analysis
Fund Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.