Coronation Balanced Defensive Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 2.41    R 0.-2
   -0.82%
High Avg. Low
R 2.43 R 2.31 R 2.23
Fund Information
Fund Sector
SA – Multi Asset – Low 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
Feb 2007 18 years ago
Fund Benchmark
Cpi + 3%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 31.5 Bil.


Coronation Balanced Defensive 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 ?

Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.

Total assets under management (AUM) has breached the R3 trillion mark in 2022.

In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.

Distributions Info (in cents)
Q3 of 2023 2.58
Q2 of 2023 2.43
Q1 of 2023 2.22
See Also
SIM Inflation Beater Fund
Sim Inflation Plus Fund
Financial Fitness Stable FOF
Allan Gray Optimal Fund
Personal Trust Managed 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.