Our solutions for living annuity portfolios - May 2021

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Coronation Insights

Coronation Insights

As is clear from this document, living annuity investors early in retirement should seek funds that allow a meaningful portion of the overall portfolio to be invested in growth assets. But the underlying investment fund also needs a strong focus on risk to reduce the likelihood of potential negative returns over shorter time periods – this is important because the investor will be drawing a regular income from the fund.

Coronation offers two funds that are constructed to meet the needs of living annuity investors – our flagship living annuity portfolio Coronation Capital Plus and its lower-risk sibling Coronation Balanced Defensive. The funds are designed and managed specifically for the retired investor who needs to draw an income from their investment over multiple decades.