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
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 25 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 ?

DYN

DYN

Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.

Distributions Info (in cents)
Q3 of 2023 51.04
Q2 of 2023 44.84
Q1 of 2023 35.90
See Also
Edge Balanced Fund
Analytics Moderate FOF
Aeon Balanced Fund
Destiny Prudential FOF
Jbl Managed FOF
Asset Allocation Analysis
Fund Management
Management Company
Coronation
Management Company
Asset Manager
Coronation
Fund Managers
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.