Regulation 28 Compliance Calculator


Please select one or more funds from the list below.

The Coronation Retirement Annuity, Coronation Preservation Pension and Coronation Preservation Provident Funds require your investment to comply with the asset allocation limits as set out in Regulation 28 of the Pension Funds Act.
Before selecting to invest in one or more of the funds, please check compliance using our calculator below.
The bold fund names below are suitable as stand-alone funds in a retirement product. You may also select from the full range of funds in a combination that will result in a compliant portfolio.
The calculator uses the intended maximum limits (IML's) for each of the asset classes to ensure ongoing compliance of your investment.

Amount Calculate by:

Fund Comprehensive Factsheet Equity Exposure (75%) International Exposure (45%) Property Exposure (25%) Amount Percentage (%)
Balanced Defensive 40 45 25
Balanced Plus 75 45 25
Capital Plus 75 45 25
Strategic Income 10 15 10

More Funds to choose from 

Fund Comprehensive Factsheet Equity Exposure (75%) International Exposure (45%) Property Exposure (25%) Amount Percentage (%)
Active Income Plus 10 25 10
Bond 0 10 0
Defensive Income 0 0 0
Equity 100 45 15
Financial 100 10 20
Global Capital Plus [ZAR] Feeder 45 100 15
Global Emerging Markets Flexible [ZAR] 100 100 15
Global Equity Select [ZAR] Feeder 100 100 15
Global Managed [ZAR] Feeder 75 100 15
Global Opportunities Equity [ZAR] Feeder 100 100 0
Global Optimum Growth [ZAR] Feeder 90 100 15
Global Strategic USD Income [ZAR] Feeder 10 100 10
Industrial 100 0 0
Market Plus 95 45 25
Money Market 0 0 0
Property Equity 10 0 100
Resources 100 25 0
SA Equity 100 0 15
SA Income 0 0 0
Smaller Companies 100 0 5
Top 20 100 0 15
 
Total  

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If you need assistance using the online calculator, please contact us on 0800 22 11 77.