Coronation Balanced Plus Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R90 475 R 8 173 9.0334%
Number of Accounts (Mar 2019)
11 207 225 2.007%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 39 077 R 35 427
    Local    R 38 552    R 34 913
    Foreign    R 525    R 514
Cash Instr. R 15 649 R 14 743
    Local    R 15 303    R 14 369
    Foreign    R 346    R 374
Property R 7 549 R 7 439
On FoF R 28 207 R 24 700
Fund Investment Aims, Objective and/or Universe
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.Balanced Plus can invest in a wide variety of assets, such as shares, bonds, listed property and cash, both in South Africa and internationally.The fund complies with Regulation 28, which limits the exposure of retirement investors to certain asset classes.For example, shares may never comprise more than 75% of the fund’s fund, while exposure to property and foreign assets (excluding Africa) is limited to 25% each.The fund is mandated to use derivative instruments for efficient fund management purposes.

As Balanced Plus aims to maximise long-term returns, it will typically have a strong bias towards shares, which offer the highest expected growth over the long run.The fund’s managers actively seek out attractively valued shares that may achieve strong returns over periods of five years and longer.While shares usually offer the best investment return, this comes with the greatest risk of short-term losses.The fund’s investment in shares is therefore carefully balanced with other assets (including cash, bonds and property) to ensure that risk is moderated.Returns from these assets are not as volatile as shares, and will not always move in the same direction (up or down) at the same time, making the fund less risky than a pure equity fund.Given the care taken to manage risk and to ensure that the best possible returns can be achieved from a range of diverse investments, it is unlikely that the Balanced Plus fund will lose money over the longer term.However, the fund may produce negative returns in extreme years, albeit at a lower level than a fund that is only invested in shares.
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