All unit trusts
Coronation Balanced Plus Fund
Managed by CoronationSouth African – Multi-asset – High Equity
- Price
- R186.86on 12 November 2026
- Yearly cost (TER)
- 1.15%before transaction costs
- Fund size
- R140.5bnas at 11 November 2026
- Risk profile
- Medium
Price over the past year
- 1 month
- +1.54%
- 3 months
- -3.32%
- 6 months
- -1.03%
- 1 year
- -1.51%
Price returns from the fund's daily prices, after fund costs; they exclude distributions. The factsheet has the full performance record.
What it aims to do
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.
What it costs
- Annual management fee
- 0.98%
- Performance fee
- Not published
- Total expense ratio (TER)
- 1.15%
- Transaction costs
- 0.18%
As at 11 November 2026. The TER is what the fund costs to run each year; with transaction costs, it makes up the total investment cost (TIC). The fund's factsheet has the latest figures.
Fund details
- Manager
- Coronation
- Fund type
- South African – Multi-asset – High Equity
- Benchmark
- ASISA fund category average (excluding Coronation funds
- Income distribution
- Semi-annually
- Inception date
- Oct 1, 2024
- JSE code
- CBFB4
- ISIN
- ZAE000165205