110.43 /
0.9%
12314.97
NAV on 2021/03/01
| NAV on 2021/02/26 |
12204.54 |
| 52 week high on 2021/03/01 |
12314.97 |
| 52 week low on 2020/03/19 |
8172.57 |
| Total Expense Ratio on 2020/12/31 |
1.64 |
| Total Expense Ratio (performance fee) on 2020/12/31 |
0 |
| Basic Materials |
7115.34 |
8.32% |
| Consumer Goods |
2128.95 |
2.49% |
| Consumer Services |
3023.87 |
3.54% |
| Financials |
8613.94 |
10.07% |
| 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% |
| Technology |
5688.48 |
6.65% |
| Offshore |
26704.48 |
31.22% |
|
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% |
Management company:
Coronation Fund Managers Ltd. |
Formation date:
1996/04/15 |
ISIN code:
ZAE000019808 |
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 |
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.
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.
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.
