Fund Overview
Risk Profile
Objective
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
Yes
Inception Date
15 April 1996
Fund Code
CORB
Fund Manager(s)
Karl Leinberger, Quinton Ivan
Top 10 Holdings at 30 June 2011
Coronation Global Opportunity Equity Fund
12.20%
Coronation Global Emerging Markets Fund
4.30%
MTN Group Ltd
3.80%
Standard Bank of SA Ltd
3.70%
Sasol Limited
3.70%
SABMiller Plc
2.90%
Anglo American Plc
2.70%
BHP Billiton Plc
2.10%
Naspers Ltd
2.10%
Capital Shopping Centre Group
1.70%
Total Holdings 39.20%
Asset Allocation at 30 June 2011
Top 10 Holdings at 31 March 2011
Coronation Global Opportunity Equity Fund
12.70%
MTN Group Ltd
4.50%
Sasol Limited
4.50%
Coronation Global Emerging Markets Fund
4.40%
Standard Bank of SA Ltd
4.10%
SABMiller Plc
3.00%
Anglo American Plc
2.60%
Naspers Ltd
2.50%
BHP Billiton Plc
2.20%
Capital Shopping Centre Group
1.70%
Total Holdings 42.20%
Asset Allocation at 31 March 2011
Top 10 Holdings at 31 December 2010
Coronation Global Opportunity Equity Fund
12.20%
MTN Group Ltd
5.30%
Sasol Limited
5.20%
Standard Bank of SA Ltd
4.00%
Coronation Global Emerging Markets Fund
3.90%
Anglo American Plc
3.80%
Naspers Ltd
3.30%
SABMiller Plc
2.60%
Capital Shopping Centre Group
1.60%
Bidvest Group Ltd
1.60%
Total Holdings 43.50%
Asset Allocation at 31 December 2010
Top 10 Holdings at 30 September 2010
Coronation Global Opportunity Equity
12.70%
MTN Group Ltd
5.10%
Sasol Limited
4.80%
Coronation Global Emerging Markets Fund
4.10%
Standard Bank of SA Ltd
3.90%
Naspers Ltd
3.50%
Anglo American Plc
2.90%
Capital Shopping Centre Group
1.80%
SABMiller Plc
1.80%
British American Tobacco Plc
1.60%
Total Holdings 42.20%
Asset Allocation at 30 September 2010
Top 10 Holdings at 30 June 2010
Coronation Global Opportunity Equity Fund
12.80%
MTN Group Ltd
5.00%
Sasol Limited
4.50%
Coronation Global Emerging Markets Fund
4.40%
Standard Bank of SA Ltd
3.90%
Anglo American Plc
3.20%
Naspers Ltd
3.00%
SABMiller Plc
2.00%
British American Tobacco Plc
1.70%
Anglo Gold Ltd
1.60%
Total Holdings 42.10%
Asset Allocation at 30 June 2010
Top 10 Holdings at 31 March 2010
Coronation World Wide Equity Fund
11.70%
MTN Group Ltd
5.30%
Sasol Limited
4.70%
Coronation Global Emerging Markets Fund
4.30%
Standard Bank of SA Ltd
4.00%
Naspers Ltd
2.70%
Anglo American Plc
2.40%
SABMiller Plc
2.30%
British American Tobacco Plc
1.80%
Compagnie Financiere Richemont SA
1.70%
Total Holdings 69.40%
Asset Allocation at 31 March 2010
