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Coronation Balanced Plus Fund B (0P0000JYZS)

Johannesburg

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Coronation Balanced Plus Fund B historical data, for real-time data please try another search

121.266 -0.260 -0.21%

19/02 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000058582

Asset Class: Equity

Morningstar Rating:
Total Assets: 88.55B

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0P0000JYZS Holdings

Comprehensive information about top holdings and Key Holding Information for the Coronation Balanced Plus Fund B (0P0000JYZS) fund. Our Coronation Balanced Plus Fund B 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	4.480	4.960	0.480
Shares	55.000	55.000	0.000
Bonds	21.270	21.280	0.010
Convertible	0.360	0.360	0.000
Preferred	0.010	0.010	0.000
Other	18.880	18.880	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	11.403	12.261
Price to Book	1.398	1.883
Price to Sales	1.017	1.345
Price to Cash Flow	6.197	8.401
Dividend Yield	3.515	3.567
5 Years Earnings Growth	9.958	10.253

Sector Allocation

Name	Net %	Category Average
Financial Services	22.940	22.588
Basic Materials	21.100	13.950
Communication Services	14.990	11.361
Consumer Defensive	13.360	9.238
Consumer Cyclical	10.130	12.968
Real Estate	6.520	8.309
Energy	3.350	2.199
Healthcare	3.090	6.602
Industrials	1.960	5.846
Technology	1.900	8.705
Utilities	0.650	1.000

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 161

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Coronation Global Opportunities Equity Fund A	IE00B2RGGV79	22.39	31.636	-0.61%
Naspers Ltd Class N	ZAE000015889	6.03	-	-
ZAGOVT 6.25 31-Mar-2036	ZAG000030404	5.81	75.43	+0.13%
Coronation Global Eq Select Z USD Acc	IE00BV8WVG79	4.84	-	-
Anglo American PLC	GB00B1XZS820	4.47	-	-
REPUBLIC OF SOUTH AFRICA 31/01/40 9%	ZAG000125980	4.02	-	-
FirstRand Ltd	ZAE000066304	3.46	7,655	+1.74%
British American Tobacco	GB0002875804	2.37	3,988.0	+1.37%
Coronation Universal Fund - Africa Frontiers Fund	IE00B578MG16	2.28	23.230	+6.34%
Quilter PLC Ordinary Shares	GB00BDCXV269	2.28	-	-

Top Equity Funds by Coronation Management Co

Name	Total Assets	YTD%	3Y%	10Y%
Coronation Balanced Plus Fund A	138.63B	11.40	16.73	8.94
Coronation Balanced Plus Fund P	138.63B	11.65	17.26	9.44
Coronation Balanced Plus Fund D	138.63B	11.55	17.06	9.25
Coronation Balanced Defensive FundD	33.94B	7.85	13.94	8.42
Coronation Balanced Defensive Fund	33.94B	7.95	14.14	8.61

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