|
| Coronation Balanced Plus Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Coronation Balanced Plus Fund Fact Sheet MDD
|
|---|
|
| 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 |
|
| Launch Date |
|---|
| Apr 1996 |
30 years ago |
| Fund Benchmark |
|---|
| Fund Sector Average |
|
| Coronation Balanced Plus Fund Unit Prices |
|---|
|
|
|
|
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
|
|
| Distributions Info (in cents) |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| Coronation |
| Management Company |
|
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|