Coronation Balanced Plus Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 162.20    R -1.42
   -0.87%
High Avg. Low
R 163.34 R 139.97
Fund Information
Fund Sector
SA – Multi Asset – Low Equity
Fund Maximum Annual Fee *
1.43%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Apr 1996 29 years ago
Fund Benchmark
Fund Sector Average
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 110 Mil.


Coronation Balanced 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 ?

In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.

With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.

As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .

Distributions Info (in cents)
See Also
Ninety One Cautious Managed Fund
Dynasty Wealth Preserver Fund
Coronation Balanced Plus Fund
Wealth Associates Cautious FOF
Laurium Stable Fund
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.