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-3.39  /  -0.03%

12270.32

NAV on 2021/04/12
NAV on 2021/04/09 12273.71
52 week high on 2021/03/10 12555.01
52 week low on 2020/04/13 9270.69
Total Expense Ratio on 2020/12/31 1.18
Total Expense Ratio (performance fee) on 2020/12/31 0
NAV
Incl Dividends
1 month change -1.89% -0.05%
3 month change 3.59% 5.52%
6 month change 16.21% 18.38%
1 year change 32.36% 36.33%
5 year change 4.53% 7.81%
10 year change 0% 0%
Price data is updated once a day.
Click and drag to zoom in on timeline.
  • Sectoral allocations
14394.13 16.83%
Construction 5152.83 6.02%
Financials 7023.62 8.21%
General Equity 10898.03 12.74%
Health Care 1001.94 1.17%
Liquid Assets 2305.95 2.70%
SA Bonds 16981.15 19.85%
Specialist Securities 1077.67 1.26%
Offshore 26704.48 31.22%
  • Top five holdings
 NASPERS-N 5688.48 6.65%
 ANGLO 3942.91 4.61%
EGERTONCAP 3281.61 3.84%
 FIRSTRAND 3052.29 3.57%
MAVERICKFUND 2790.27 3.26%
  • Performance against peers
  • Fund data  
Management company:
Coronation Fund Managers Ltd.
Formation date:
1996/04/15
ISIN code:
ZAE000165205
Short name:
U-CORBALP
Risk:
Unknown
Sector:
South African--Multi Asset--High Equity
Benchmark:
Composite benchmark: 52.5% equity; 22.5% bonds; 5% cash; 20% international
  • Fund management  
Karl Leinberger
Karl is chief investment officer (CIO) and manager of Coronation’s Houseview strategies. He joined Coronation in 2000 as an equity analyst, was made head of research in 2005 and became CIO in 2008. Karl has 19 years’ investment experience.
Sarah-Jane Alexander
Sarah-Jane manages assets within the Coronation Houseview Equity Strategy. She also co-manages Coronation’s Houseview balanced strategies and has research responsibilities across a range of food producers and hospital stocks, among others. Sarah-Jane joined Coronation in 2008 as an equity analyst and has 16 years’ investment experience.
Adrian Zetler
Adrian is co-manager across all Coronation’s Houseview strategies as well as the Coronation Industrial unit trust fund. His research responsibilities span a number of industrial stocks, including media, paper and luxury goods companies. Adrian joined Coronation in 2009 and has 10 years’ investment experience.


  • Fund manager's comment

2020/02/17 00:00:00
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.
  • Fund focus and objective  
A fully managed investment solution diversified across the various asset classes and sectors. Its asset allocation is compliant with Regulation 28 of the Pension Funds Act.
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