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| Coronation Capital Plus Fund Fact Sheet MDD |
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Coronation Capital Plus Fund Fact Sheet MDD
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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.
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| 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 |
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| Launch Date |
| Jul 2001 |
25 years ago |
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| Coronation Capital Plus Fund Unit Prices |
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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% .
Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.
DYN
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| Distributions Info (in cents) |
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| Q3 of 2023 | 51.04 |
| Q2 of 2023 | 44.84 |
| Q1 of 2023 | 35.90 |
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| Asset Allocation Analysis |
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| Coronation |
| Management Company |
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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