Morningstar

Coronation Balanced Plus Fund Q1 CBPQ1

Medalist Rating as of Aug 31, 2026

Strategy

The fund is managed according to prudential investment requirements, which govern the mandate of pension and provident funds. The fund's primary objective is to consistently outperform a composite benchmark of 63% equity, 22% bonds 10% International and 5% cash over a 3-year period while striving to achieve upper quartile performance, as measured by the Consulting Actuaries Investment Performance Survey over the long term.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CORB	Coronation Balanced Plus Fund A	—	Open			Apr 15, 1996	ZAR 14.46B	—	Above Average	ZAR 5,000	−ZAR 7.24B
CBB2	Coronation Balanced Plus Fund D	—	Open			Oct 3, 2005	ZAR 639.53M	—	—	—	−ZAR 35.90M
CBFB4	Coronation Balanced Plus Fund P	—	Open			Apr 2, 2012	ZAR 112.86B	—	—	—	ZAR 5.23B
BLPSZ	Coronation Balanced Plus Fund Z	—	Open		—	Jul 3, 2017	ZAR 7.02B	—	—	—	−ZAR 90.18M
CBPQ1	Coronation Balanced Plus Fund Q1	—	Open			Sep 30, 2019	ZAR 2.72B	—	Low	ZAR 5,000	ZAR 246.27M
CBPQ2	Coronation Balanced Plus Fund Q2	—	—			Oct 29, 2021	ZAR 1.52B	—	Below Average	—	−ZAR 440.63M
CBPQQ	Coronation Balanced Plus Fund Q	—	Open		—	Jun 30, 2025	ZAR 1.68B	—	—	—	ZAR 1.04B

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