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Coronation Balanced Defensive Fund B (0P0000JYZQ)

Johannesburg

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

147.428 0.000 0.00%

03/03 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 28.75B

Type: Fund

Market: South Africa

Issuer: Coronation Management Co

ISIN: ZAE000090635

Asset Class: Equity

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0P0000JYZQ Holdings

Comprehensive information about top holdings and Key Holding Information for the Coronation Balanced Defensive Fund B (0P0000JYZQ) fund. Our Coronation Balanced Defensive 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	1.710	2.680	0.970
Stocks	36.020	36.020	0.000
Bonds	51.490	51.490	0.000
Convertible	0.500	0.500	0.000
Other	10.280	10.280	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.345	12.178
Price to Book	1.523	1.646
Price to Sales	1.318	1.630
Price to Cash Flow	6.805	8.894
Dividend Yield	3.472	4.102
5 Years Earnings Growth	10.609	10.431

Sector Allocation

Name	Net %	Category Average
Financial Services	19.250	21.382
Consumer Defensive	18.990	9.247
Communication Services	16.870	11.091
Basic Materials	16.030	11.405
Consumer Cyclical	14.040	10.622
Real Estate	4.370	19.553
Healthcare	3.400	5.709
Technology	2.980	9.322
Energy	2.790	2.338
Industrials	1.290	6.056

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: 1

Name	ISIN	Weight %	Last	Change %
Coronation Global Opportunities Equity Fund A	IE00B2RGGV79	15.26	26.827	-1.35%
Coronation Global Capital Plus P USD Acc	IE00BBT3KJ57	4.75	-	-
REPUBLIC OF SOUTH AFRICA 31/01/45 8.75%	ZAG000106972	4.04	-	-
Naspers Ltd Class N	ZAE000015889	3.03	-	-
REPUBLIC OF SOUTH AFRICA 21/12/27 10.5%	ZAG000016320	2.53	-	-
Bgasj 6.25% 250428	-	2.30	-	-
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	2.29	-	-
Anglo American	GB00B1XZS820	2.23	2,142.5	-0.12%
Coronation Global Emerging Markets A USD	IE00B2RGGZ18	2.07	-	-
THE STANDARD BANK OF SOUTH AFRICA LTD 07/12/23 5.5%	ZAG000075789	2.02	-	-

Top Equity Funds by Coronation Management Co

Name	Total Assets	YTD%	3Y%	10Y%
Coronation Balanced Plus Fund D	122.55B	2.04	10.45	8.30
Coronation Balanced Plus Fund A	122.55B	1.99	10.14	7.99
Coronation Balanced Plus Fund P	122.55B	2.07	10.64	8.49
Coronation Balanced Defensive Fund	31.71B	1.86	10.51	8.08
Coronation Balanced Defensive A	31.71B	1.79	10.01	7.59

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