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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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In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management
In 2021, Emmanual Lediga s Maru Asset Managers was acquired by Global Kapital of Netherlands
The first ever listing of S&P 500 ETF on the JSE was from CoreShares.
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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