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Coronation Balanced Defensive Fund P (0P0000X5CB)

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2.581 -0.018    -0.70%
06/08 - Delayed Data. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000170445 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 33.68B
Coronation Balanced Defensive Fund P 2.581 -0.018 -0.70%

0P0000X5CB Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Coronation Balanced Defensive Fund P (0P0000X5CB) fund. Our Coronation Balanced Defensive Fund P portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 8.860 11.680 2.820
Shares 39.520 41.050 1.530
Bonds 39.090 39.930 0.840
Convertible 0.030 0.030 0.000
Preferred 0.040 0.040 0.000
Other 12.460 12.460 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.219 12.334
Price to Book 2.419 1.661
Price to Sales 1.367 1.640
Price to Cash Flow 9.022 8.810
Dividend Yield 2.392 4.085
5 Years Earnings Growth 10.393 9.995

Sector Allocation

Name  Net % Category Average
Consumer Cyclical 20.360 11.684
Financial Services 19.890 21.492
Communication Services 15.610 9.847
Technology 14.560 9.035
Consumer Defensive 6.910 9.074
Basic Materials 6.650 12.052
Real Estate 6.480 19.777
Industrials 4.720 6.067
Healthcare 4.210 5.497
Energy 0.430 2.260
Utilities 0.180 1.247

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 165

Number of short holdings: 22

Name ISIN Weight % Last Change %
Coronation Multi-Manager Global Eq A USD IE0009GR8FB4 12.57 - -
CORONATION GLOBAL BOND ABSOLUTE FUND CLASS Z - 6.28 - -
South Africa (Republic of) 8.25% ZAG000107004 4.68 - -
South Africa (Republic of) 1.875% ZAG000137191 4.26 - -
  South Africa 7 28-Feb-2031 ZAG000077470 3.95 93.445 +0.01%
  Coronation Global Capital Plus Fund A IE00B3YPF405 3.86 19.811 +0.42%
United States Treasury Bills 0% - 3.50 - -
South Africa (Republic of) 1.875% ZAG000125998 2.73 - -
  Prosus NL0013654783 2.71 50.93 +0.83%
South Africa (Republic of) 8.75% ZAG000106972 2.67 - -

Top Equity Funds by Coronation Asset Management (Pty) Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Coronation Balanced Plus Fund A 137.82B 11.40 16.73 8.94
  Coronation Balanced Plus Fund P 137.82B 11.65 17.26 9.44
  Coronation Balanced Plus Fund D 137.82B 11.55 17.06 9.25
  Coronation Balanced Defensive A 33.92B 7.70 13.61 8.11
  Coronation Balanced Defensive FundD 33.92B 7.85 13.94 8.42
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