Coronation Balanced Plus Fund
MANAGEMENT Fund Manager's Comment
Karl Leinberger, BBusSc; CA (SA); CFA
Karl is CIO and a member of the executive committee. He joined Coronation in 2000 as an equity analyst, was made head of research in 2005 and appointed CIO in May 2008. Karl co-manages the Coronation Houseview Portfolios as well as the Coronation Equity and Balanced Plus funds.
FUND OBJECTIVES AND FOCUS

A fully managed investment solution diversified across the various asset classes and sectors. Its asset allocation is compliant with Regulation 28 of the Pension Funds Act.


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WEBGRAPH
RANKING
SectorSouth African-Multi Asset-High Equity
SizeR90,616,070,881
Sector Rank: 21 out of 95
(lump sum over 3 years to 31 July 2017)
Overall Rank: 381 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1206 at 31 July 2017
( 6.46% annual compound return)
R100 per month since 31 July 2014 was worth R 3987 at 31 July 2017
( 6.54% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:15 APR 1996 Holdings:34
Original Price:1000 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
SASOL (Chemicals)3,936,1281,685,371,287 1.86 %
BATS (Tobacco)4,248,8643,557,613,007 3.93 %
NASPERS-N (Media)1,469,0635,069,736,413 5.59 %
INTUPLC (Real Estate Investment Trusts)58,149,7252,439,380,964 2.69 %
CORONAFRICA (Equities)11,232,1652,433,282,951 2.69 %
EQUITY (General Equity)0668,654,898 0.74 %
BONDS (Bond)012,055,479,556 13.30 %
MEDICLINIC (Health Care Equipment - Services)9,765,9851,038,905,484 1.15 %
CASH (Cash on call)05,863,367,631 6.47 %
O-CGLOPEQ (Offshore Intern)54,812,79714,210,987,571 15.68 %
U-NEWPALL (Exchange Traded Funds)7,045,883916,810,296 1.01 %
MTN GROUP (Mobile Telecommunications)23,793,0313,250,128,035 3.59 %
TOTAL R53,189,718,09358.7%

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