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  1. WHAT IS THE FUNDS OBJECTIVE? The fund is in the first instance managed to achieve reasonable investment growth over the medium to long term. Our intent is that the fund should produce an annualised return of at least inflation plus 4% over time. In addition, we aim to achieve less volatility than the average balanced fund.

  2. Capital Plus is in the first instance managed to achieve reasonable investment growth over the medium to long term. Our intent is that the fund should produce an annualised return of at least inflation plus 4% over time. In addition, we aim to preserve capital over any 18-month period. It is

  3. www.coronation.com › retail › 2023-may-capital-plus-fund-comprehensive_ccpfCORONATION CAPITAL PLUS FUND

    WHAT IS THE FUNDS OBJECTIVE? The fund is in the first instance managed to achieve reasonable investment growth over the medium to long term. Our intent is that the fund should produce an annualised return of at least inflation plus 4% over time. In addition, we aim to achieve less volatility than the average balanced fund.

  4. M&G Prudential Enhanced SA Property Tracker Fund (PEPTF) M&G Prudential Inflation Plus Fund (PRCB) SIM Inflation Plus Fund (SAIB4) SIM Inflation Plus Fund (SAIB6) Stanlib Global Bond Feeder Fund (SGBFB2) Satrix Balanced Index Fund (SBXB2) Sesfikile BCI Global Property Fund (SBPB) Stanlib Balanced Fund (GDBS) Stanlib Extra Income Fund (STDI)

  5. www.coronation.com › personal › 2021-december-capital-plus-fund-comprehensiveCORONATION CAPITAL PLUS FUND

    Capital Plus can invest in a wide range of assets, such as shares, bonds, listed property and cash, both in South Africa and internationally. As the fund actively seeks to curb risk and volatility, only a maximum of 70% of its investments may be held in growth assets like shares and listed property.

  6. Caprice Capital Partners, LLC (“Caprice”) is a private investment firm focused on providing debt and minority equity investments in small and lower-middle-market companies based in the US. Our investment strategy is focused on partnering directly with ownership and management to provide flexible debt and equity solutions.

  7. Optio Rx, LLC is an owner and operator of specialty compounding pharmacies and home infusio providers licensed across the U.S.

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