Compare unit trusts
Choose up to four unit trusts, or tick them in the finder.
How they compare
| Measure | Coronation Balanced Plus Fund |
|---|---|
| Manager | Coronation |
| Fund type | South African – Multi-asset – High Equity |
| Risk profile | Medium |
| Total expense ratio (TER) | 1.15% |
| Annual management fee | 0.98% |
| Performance fee | – |
| Fund size | R140.5bn |
| Return, 1 month | +1.54% |
| Return, 3 months | -3.32% |
| Return, 6 months | -1.03% |
| Return, 1 year | -1.51% |
| Accounts | TFSA, RA, ZAR |
| Income distribution | Semi-annually |
| Benchmark | ASISA fund category average (excluding Coronation funds |
Price returns to each fund's latest daily price, after fund costs and excluding distributions; n/a means our price feed doesn't have the prices for that period. Costs and fund sizes as at 11 November 2026. A dash means it wasn't published. Select a fund's name to read its objective and to buy it on EasyEquities.