Coronation Money Market Fund

The Coronation Money Market Fund helps you manage your everyday cash better, supports you with saving for your immediate needs and grants you easy access to your funds whenever they are required.

Objective

The aim of the Money Market Fund is to provide for preservation of capital and moderate income, and will make regular income payments on a quarterly basis.

Risk Profile

Low

Key Benefits

• Provides for short term cash needs

• Investing in the Money Market Fund affords you the opportunity to grow your investment through regular contributions into the account

• Given the liquid nature of the Fund, investments can be accessed within 24 hours to meet urgent financial needs

• Usually offers higher interest rates better than the traditional bank savings account

Investment Profile

The Fund invests only in short term investment grade money market securities and will have an average maturity profile of 90days.

 

Account Detail for Investment

Coronation Money Market Fund/United Capital Trustees
Coronation Merchant Bank - 1990009508
Access Bank - 0760014266

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Coronation Fixed Income Fund

The Coronation Fixed Income Fund provides you with an opportunity to save for your long term financial needs such as Education, Retirement, Home Ownership and any special goals you may also have, without taking excessive risk and pays income semi-annually.

 

Objective

The aim of the Fixed Income Fund is to provide regular and steady income which is payable on a semiannual basis and suitable for savings targeted toward medium to long term goals.

 

Risk Profile

Low to Medium

 

Key Benefits

• Capital Stability over the medium to long term
• Generates a steady flow of semi-annual income
• Provides for medium to long term liquidity needs
• Easily accessible for contributions and withdrawals

 

How We Invest

The Fund will invest in a broad portfolio of Fixed Income securities such as Government and Corporate Bonds, Treasury Bills and Other Money Market securities to help achieve its long term investment objective.  The Asset Allocation Range for the securities are;

Account Detail for Investment

Coronation Fixed Income Fund/ Stanbic IBTC Trustees
Coronation Merchant Bank - 1990009515
Access Bank - 0760014321

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Coronation Balanced Fund

The Coronation Balanced Fund offers the potential of an enhanced return from a diversified portfolio of equities and fixed income which are efficiently managed in line with our value oriented investment philosophy, while providing you liquidity whenever needed.

Objective

The aim of the Balanced Fund is to achieve capital appreciation over time while mitigating volatility associated with investing in Equities through a diversified portfolio that includes Fixed Income Securities such as Treasury Bills and Other Money Market Securities. The fund is suitable for savings towards the medium to longer term and will provide yearly income payments.

Risk Profile

Moderate

Key Benefits

Ideal for long term savings as it should provide the required capital appreciation
Provides an opportunity to generate a positive return above the rate of inflation
Easily accessible for contributions and withdrawals

 

How We Invest

Using the investment manager’s expertise, the fund will invest in a diversified portfolio of carefully chosen Equity securities with strong fundamentals and the prospects of delivering positive investment returns and regular dividend payment over the long term, while using fixed income securities to actively manage short term volatility that relates to Equities as well as provide for the required liquidity.

Account Detail for Investment

Coronation Balanced Fund/ Stanbic IBTC Trustees
Coronation Merchant Bank - 1990009522
Access Bank - 0760014376

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