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| Coronation Balanced Defensive Fund Fact Sheet MDD |
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| Where I Am? |
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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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Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).
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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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