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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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| R 162.20 | ⇓ | R -1.42 |
| ⇓ | -0.87% |
| High | Avg. | Low |
| R 163.34 | R 139.97 | |
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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 |
29 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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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% .
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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