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Coronation Balanced Plus Fund  |  South African-Multi Asset-High Equity
Reg Compliant
184.5379    +0.8051    (+0.438%)
NAV price (ZAR) Thu 12 Mar 2026 (change prev day)


 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 205 Rand-denominated South African--Multi Asset--High Equity funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (multi asset) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the South African--Multi Asset--High Equity sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk

Fund Performance
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 15 Apr 1996
Fund Size (ZAR) 141 108 003 476
Latest Price 18 368.93
PlexCrowns
Total Expense Ratio (31/12) 1.62%
Minimum InvestmentR5 000
TTM Distribution Yield 1.29%
Fund Objective
A fully managed investment solution diversified across the various asset classes and sectors. Its asset allocation is compliant with Regulation 28 of the Pension Funds Act.
Asset Classes and Holdings
chart
 RSA Equity32.96%  
Int Equity35.48%  
 RSA Bonds12.59%  
 Int Bonds6.12%  
 RSA Real Estate6.91%  
 Int Real Estate0.08%  
 RSA Cash3.54%  
 Int Cash2.32%  
Top Holdings as at 31 Dec 2025
SecurityUnitsValue (Rm)% of Fund
FOREIGNEQ 0 49 931.3734.26%
ANGLO 0 17 171.7811.78%
FOREIGNBO 0 8 912.876.12%
BONDS 0 7 474.765.13%
I2033 3 959 601 859 5 604.623.85%
NASPERS-N 5 073 601 5 603.133.85%
CASH 0 5 159.913.54%
PROPERTYLESS1 0 4 005.252.75%
CAPITEC 822 496 3 418.132.35%
FOREIGN C 0 3 379.322.32%
Totals  110 661.1375.94%

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