Coronation Balanced Plus Fund

Fund Overview

Fund Fact Sheet

Risk Profile

Low Medium High

Objective

The Coronation Balanced Plus Fund aims to achieve the highest possible long-term return achievable within the constraints of the statutory investment restrictions for retirement savings. As it complies with the Pension Funds Act Regulation 28, it is suitable as the complete investment portfolio for investors in retirement annuities, preservation funds, pension funds and provident funds. Balanced Plus has a moderate risk profile.

Investor Profile

  • building up long-term retirement capital
  • requiring a moderate capital growth portfolio
  • looking to preserve the purchasing power of their capital over the long term, but not prepared to accept the short-term turbulence of the equity market
  • with a time horizon of five years or longer

Offshore Exposure:

Yes

Inception Date:

15 April 1996

Fund Code:

CORB

Fund Manager(s):

Karl Leinberger, Quinton Ivan
Coronation Fund Managers

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The Investec Managed Fund aims to provide investors with stable growth of capital over the long term. The objective is to achieve returns well in excess of the fund’s peer group average, measured over three to five year periods.