Coronation Balanced Defensive Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R33 503 R 448 1.3371%
Number of Accounts (Mar 2019)
3 790 66 1.741%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 6 647 R 6 385
    Local    R 6 645    R 6 383
    Foreign    R 2    R 2
Cash Instr. R 18 354 R 18 687
    Local    R 16 744    R 17 189
    Foreign    R 1 610    R 1 498
Property R 1 976 R 2 182
On FoF R 6 526 R 5 801
Fund Investment Aims, Objective and/or Universe
Balanced Defensive is in the first instance managed to protect capital over any twelve-month period.In addition, we aim to achieve reasonable investment growth over the long run.It is specifically managed to suit very cautious investors who want to draw an income over an extended period of time.Balanced Defensive can invest in a wide range of assets, such as shares, bonds, listed property and cash, both in South Africa and internationally.The fund will typically hold a maximum of 40% of its investments in growth assets (shares and property).Shares usually offer the best growth, but this comes with the greatest risk of short-term losses.

The fund’s exposure to shares is therefore carefully balanced with more stable investments like bonds.Exposure to foreign assets (excluding Africa) is limited to 25%.The fund is mandated to use derivative instruments for efficient fund management purpose.The fund is tactically managed to protect and grow capital, as well as secure an attractive income.A large and experienced investment team actively seeks out the best potential opportunities for income and growth, while taking great care to consider the different risks within the fund.Balanced Defensive is specifically managed to not lose money over any 12- month period, although it cannot guarantee protection against losses.Our intent is that the fund should produce a return of at least cash plus 3% over the medium term.The fund is diversified across a range of assets reflecting its cautious risk budget.This includes a selection of shares that we believe are attractively valued, as well as quality income assets.
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