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.
Sarah-Jane Alexander, BBusSc, CFA
Sarah-Jane joined the Coronation investment team in 2008 as an equity analyst. Her current responsibilities include co-managing the Coronation Industrial Fund and researching food producers and hospital stocks amongst others. Prior to joining Coronation, she formed part of the investment team at JP Morgan Asset Management in London where she was a European research analyst and then co-manager of their UK Smaller Companies Fund.
Adrian Zetler, BCom (Hons), CA (SA), CFA

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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SectorSouth African-Multi Asset-High Equity
Sector Rank: 64 out of 148
(lump sum over 3 years to 31 July 2019)
Overall Rank: 637 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1110 at 31 July 2019
( 3.54% annual compound return)
R100 per month since 31 July 2016 was worth R 3768 at 31 July 2019
( 2.95% annual return compounded monthly)
Formation Date:15 APR 1996 Holdings:34
Original Price:1000 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
ANGLO (Mining)6,260,0612,520,300,495 2.83 %
BATS (Tobacco)6,447,1873,249,256,107 3.65 %
PICKNPAY (Food - Drug Retailers)15,546,3821,072,700,339 1.21 %
FORTRESSA (Real Estate Investment Trusts)119,035,7482,552,126,447 2.87 %
FOREIGNEQ (Foreign Invest)011,456,259,012 12.87 %
EQUITY (General Equity)011,481,376,654 12.90 %
BONDS (Bond)010,541,491,976 11.85 %
CASH (Cash on call)05,145,395,920 5.78 %
O-CONTGLE (Offshore Intern)20,984,8842,109,292,939 2.37 %
U-NEWPLAT (Exchange Traded Funds)9,727,1971,110,748,661 1.25 %
NASPERS-N (Software - Computer Services)1,207,5294,129,189,695 4.64 %
MTN GROUP (Mobile Telecommunications)19,193,7572,048,942,425 2.30 %
TOTAL R57,417,080,67064.52%

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