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Coronation Balanced Plus Fund A (0P0000IR5L)

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180.600 +0.074    +0.04%
04/08 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
Issuer:  Coronation Management Co
ISIN:  ZAE000019808 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 136.73B
Coronation Balanced Plus Fund A 180.600 +0.074 +0.04%

0P0000IR5L Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Coronation Balanced Plus Fund A (0P0000IR5L) fund. Our Coronation Balanced Plus Fund A 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 3.100 8.860 5.760
Shares 76.040 76.040 0.000
Bonds 11.600 12.060 0.460
Convertible 0.010 0.010 0.000
Other 9.250 9.250 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.373 12.246
Price to Book 2.077 1.883
Price to Sales 1.233 1.346
Price to Cash Flow 7.939 8.397
Dividend Yield 2.493 3.567
5 Years Earnings Growth 11.027 10.238

Sector Allocation

Name  Net % Category Average
Consumer Cyclical 26.860 12.942
Financial Services 19.370 22.604
Technology 11.590 8.721
Communication Services 8.870 11.375
Basic Materials 7.870 13.966
Real Estate 7.780 8.309
Consumer Defensive 5.800 9.221
Industrials 5.750 5.861
Healthcare 4.880 6.579
Energy 1.160 2.181
Utilities 0.080 0.998

Region Allocation

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

Top Holdings

Number of long holdings: 152

Number of short holdings: 16

Name ISIN Weight % Last Change %
Coronation Multi-Manager Global Eq A USD IE0009GR8FB4 14.03 - -
CORONATION GLOBAL HOUSEVIEW BOND FUND CLASS Z - 6.54 - -
Coronation Global Emerging Markets A USD IE00B2RGGZ18 6.43 - -
  Naspers ZAE000325783 4.10 557,442 +2.68%
South Africa (Republic of) 1.875% ZAG000125998 2.59 - -
Dcar Index Future Sep25 ZAD000678886 2.30 - -
  Capitec Bank ZAE000035861 2.16 349,402 +0.37%
  South Africa 8.875 28-Feb-2035 ZAG000125972 1.96 95.336 +0.00%
  Standard Bank Grp ZAE000109815 1.96 23,192 -0.71%
Coronation SA Equity Z ZAE000245619 1.69 - -

Top Equity Funds by Coronation Asset Management (Pty) Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Coronation Balanced Plus Fund D 136.73B 11.55 17.06 9.25
  Coronation Balanced Plus Fund P 136.73B 11.65 17.26 9.44
  Coronation Balanced Defensive FundD 33.78B 7.85 13.94 8.42
  Coronation Balanced Defensive Fund 33.78B 7.95 14.14 8.61
  Coronation Balanced Defensive A 33.78B 7.70 13.61 8.11
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