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Coronation Balanced Plus Fund D (0P0000JYZT)

Johannesburg

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182.818 -1.570 -0.85%

02/09 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Coronation Management Co

ISIN: ZAE000064960

Asset Class: Equity

Morningstar Rating:
Total Assets: 137.86B

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0P0000JYZT Holdings

Comprehensive information about top holdings and Key Holding Information for the Coronation Balanced Plus Fund D (0P0000JYZT) fund. Our Coronation Balanced Plus Fund D 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	6.490	10.020	3.530
Shares	72.610	74.530	1.920
Bonds	11.460	11.910	0.450
Convertible	0.010	0.010	0.000
Other	9.440	9.440	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.627	12.396
Price to Book	2.052	1.890
Price to Sales	1.349	1.364
Price to Cash Flow	8.211	8.332
Dividend Yield	2.531	3.559
5 Years Earnings Growth	11.926	10.103

Sector Allocation

Name	Net %	Category Average
Consumer Cyclical	26.930	13.520
Financial Services	19.590	22.656
Technology	10.980	8.748
Communication Services	9.080	10.838
Real Estate	8.210	8.028
Basic Materials	7.860	14.092
Consumer Defensive	5.700	9.130
Industrials	5.510	5.850
Healthcare	4.960	6.452
Energy	1.180	2.141
Utilities	0.010	1.018

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 146

Number of short holdings: 23

Name	ISIN	Weight %	Last	Change %
Coronation Multi-Manager Global Eq A USD	IE0009GR8FB4	14.45	-	-
CORONATION GLOBAL HOUSEVIEW BOND FUND CLASS Z	-	6.66	-	-
Coronation Global Emerging Markets A USD	IE00B2RGGZ18	6.49	-	-
Naspers	ZAE000325783	4.13	567,350	+0.34%
South Africa (Republic of) 1.875%	ZAG000125998	2.56	-	-
Dcar Index Future Sep25	ZAD000678886	2.22	-	-
Capitec Bank	ZAE000035861	2.12	347,180	-0.21%
South Africa 8.875 28-Feb-2035	ZAG000125972	1.99	95.699	+0.00%
Standard Bank Grp	ZAE000109815	1.99	24,356	+0.20%
Coronation SA Equity Z	ZAE000245619	1.67	-	-

Top Equity Funds by Coronation Asset Management (Pty) Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Coronation Balanced Plus Fund A	137.86B	13.24	15.53	9.03
Coronation Balanced Plus Fund P	137.86B	11.65	17.26	9.44
Coronation Balanced Defensive A	34.04B	9.72	13.24	8.21
Coronation Balanced Defensive FundD	34.04B	9.91	13.57	8.52
Coronation Balanced Defensive Fund	34.04B	7.95	14.14	8.61

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