Coronation Balanced Plus Fund

Fund Overview

Risk Profile

Low Medium High


The Coronation Balanced Plus Fund aims to achieve the highest possible long-term return achievable within the constraints of the statutory investment restrictions for retirement savings. As it complies with the Pension Funds Act Regulation 28, it is suitable as the complete investment portfolio for investors in retirement annuities, preservation funds, pension funds and provident funds. Balanced Plus has a moderate risk profile.

Investor Profile

  • building up long-term retirement capital
  • requiring a moderate capital growth portfolio
  • looking to preserve the purchasing power of their capital over the long term, but not prepared to accept the short-term turbulence of the equity market
  • with a time horizon of five years or longer

Offshore Exposure:


Inception Date:

15 April 1996

Fund Code:


Fund Manager(s):

Karl Leinberger, Quinton Ivan
Coronation Fund Managers

The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.