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| Coronation Balanced Defensive Fund Fact Sheet MDD |
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Coronation Balanced Defensive Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – Low Equity |
| Fund Maximum Annual Fee * |
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1.32%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Feb 2007 |
19 years ago |
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| Coronation Balanced Defensive Fund Unit Prices |
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In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
DYN
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.58 |
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| Q2 of 2023 | 2.43 |
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| Q1 of 2023 | 2.22 |
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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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