Coronation Balanced Defensive Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
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 19 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 ?

Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).

DYN

In 2021, Emmanual Lediga s Maru Asset Managers was acquired by Global Kapital of Netherlands

Distributions Info (in cents)
Q3 of 2023 2.58
Q2 of 2023 2.43
Q1 of 2023 2.22
See Also
Celtis Conservative FOF
Sim Inflation Plus Fund
Prescient Defensive Fund
Stewart Absolute Return Blend FOF
Argon Absolute Return Fund
Asset Allocation Analysis
Fund Management
Management Company
Coronation
Management Company
Asset Manager
Coronation
Fund Managers
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.