Coronation Balanced Defensive 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 *
1.32%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Feb 2007 19 years ago
Fund Benchmark
Cpi + 3%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 31.5 Bil.


Coronation Balanced Defensive 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 ?

DYN

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.

Distributions Info (in cents)
Q3 of 2023 2.58
Q2 of 2023 2.43
Q1 of 2023 2.22
See Also
Ninety One Cautious Managed Fund
S-Bro Defensive FOF
Stewart Absolute Return Blend FOF
Dynasty Wealth Preserver Fund
Noble Pp Strategic Income FOF
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.