About the Coronation Balanced Plus Fund

Balanced Plus aims to achieve the best possible investment growth for retirement savers (within the constraints of Regulation 28 of the Pension Funds Act) over the long term.

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Bundle Information

Fund Classification South African – Multi-asset – High Equity
Benchmark ASISA fund category average (excluding Coronation funds
Fund/lnception Date Oct 1, 2024
JSETicker CBFB4
Risk Profile Medium
Unit Trust Name Coronation Balanced Plus Fund
Income Distribution Semi-annually (March & September)

Pricing

  • 1M RTN
    3M RTN
    6M RTN
    1 YR RTN
    MAX RTN
  • DAILY CHANGE
  • Zoom Level
    • 1M
    • 3M
    • 6M
    • 1Y
    • MAX
Fund Size NAV TRI
R 145 230 592 075 1904409.07 450.733837

Current Prices Prices update end of day

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Percentage and Performance

Fees

Annual Manager 0.98%
Performance Fee N/A
TER 1.16%
Transaction Cost 0.18%

Performance

Jul 2026 -0.20%
1 Month 0.01%
1 Year 7.46%
3 Months -0.33%
6 Months -1.09%
YTD 0.30%
3 Years 13.33%
5 Years 11.66%

Dividends

Last Payable Date 2019-10-01
Last Payable Amount 184.58C
Next Payable Date
Next Payable Amount
LDT

Risks

Daily Risk

3 Years Absolute Return 43.55%
3 Years Maximum Drawdown 8.85%
5 Years Absolute Return 72.20%
5 Years Maximum Drawdown 11.55%

Monthly Risk

3 Years Sharpe 3.32%
3 Years Sortino 1.58%
3 Years Standard Deviation 8.72%
5 Years Sharpe 2.15%
5 Years Sortino 0.97%
5 Years Standard Deviation 9.38%

Sector Allocation

Foreign Invest
Bond
General Equity
Mining
Software & Computer Services
For Currency
Banks
Food & Drug Retailers
Cash on call
Other
Bond
Offshore Intern
General Equity
Industrial Metals and Mining
Software and Computer Services
Cash on call
Personal Care Drug and Grocery Stores
Derivatives
Banks
Investment Banking and Brokerage Services

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