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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 |
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| SA – Multi Asset – Medium 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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| Jul 2001 |
25 years ago |
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| Coronation Capital Plus Fund Unit Prices |
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DYN
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
Met Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 51.04 |
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| Q2 of 2023 | 44.84 |
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| 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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