Coronation Balanced Plus 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 *
1.43%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Apr 1996 30 years ago
Fund Benchmark
Fund Sector Average
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 110 Mil.


Coronation Balanced Plus 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 ?

The first ever listing of S&P 500 ETF on the JSE was from CoreShares.

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management

Distributions Info (in cents)
See Also
S-Bro Defensive FOF
Stanlib Multi-Manager Defensive Balanced Fund
Argon Absolute Return Fund
SIM Inflation Beater Fund
Dynasty Wealth Preserver 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
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.