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Coronation Capital Plus Fund
Overview of Coronation Capital Plus Fund
The Coronation Capital Plus Fund is classified as moderate and aims to maximise long-term returns at a reasonable level of risk. it is suitable as single solution investment for retirement annuities, as it complies with the relevant regulations. This fund reflects Coronation’s best investment views and enables the fund managers to maximise long-term returns at a reasonable level of risk. It is possible that this fund might experience negative returns, although is highly unlikely that this balanced fund should lose money over the long term.
Fund performance
Source: Profile Data
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Suitable for investors who...
The Coronation Capital Plus Fund is suitable for investors: Seeking a risk-conscious investment solution enabling an annual income drawdown over an extended period of time. Seeking a conservative investment solution with a strong focus on capital preservation. Requiring a reasonable rate of return over investment horizons of between 3 and 5 years. With a low tolerance for the volatility of returns associated with equity investing. When your objective is to accumulate capital over the long term, the fund is only suitable if you are a very conservative investor.
Benchmark
The Coronation Capital Plus Fund benchmark is CPI + 4%.
Strategy of Coronation Capital Plus Fund
Capital Plus can invest in a wide range of assets, such as shares, bonds, listed property and cash, both in South Africa and internationally, in a manner similar to that usually employed by retirement funds. With the Coronation Capital Plus Fund only a maximum of 70% of its investments may be held in growth assets like shares and listed property.
Fund Managers
Charles de Kock
Neill Young
Pallavi Ambekar
Other funds from Coronation
•
Coronation Global Strategic USD Income [ZAR] Feeder Fund
• Coronation Global Optimum Growth [ZAR] Feeder Fund
• Coronation Market Plus Fund
• Coronation Global Equity Select [ZAR] Feeder Fund
• Coronation Optimum Growth Fund
• Coronation Top 20 Fund
• Coronation Strategic Income Fund
• Coronation Global Managed [ZAR] Feeder Fund
• Coronation Global Emerging Markets Flexible Fund
• Coronation Global Capital Plus (ZAR) Feeder Fund
• Coronation Capital Plus Fund
• Coronation Balanced Plus Fund
• Coronation Balanced Defensive Fund
• Coronation Global Optimum Growth [ZAR] Feeder Fund
• Coronation Market Plus Fund
• Coronation Global Equity Select [ZAR] Feeder Fund
• Coronation Optimum Growth Fund
• Coronation Top 20 Fund
• Coronation Strategic Income Fund
• Coronation Global Managed [ZAR] Feeder Fund
• Coronation Global Emerging Markets Flexible Fund
• Coronation Global Capital Plus (ZAR) Feeder Fund
• Coronation Capital Plus Fund
• Coronation Balanced Plus Fund
• Coronation Balanced Defensive Fund
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