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Coronation Balanced Plus Fund D (0P0000JYZT)

Johannesburg

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160.398 +0.330 +0.21%

22/11 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 121.18B

Type: Fund

Market: South Africa

Issuer: Coronation Management Co

ISIN: ZAE000064960

Asset Class: Equity

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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 %
Stocks	58.890	58.890
Bonds	13.040	13.040
Other	28.240	28.240

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.374	12.248
Price to Book	1.811	1.860
Price to Sales	0.949	1.322
Price to Cash Flow	4.439	6.287
Dividend Yield	3.158	3.767
5 Years Earnings Growth	13.266	12.208

Sector Allocation

Name	Net %	Category Average
Financial Services	27.540	22.099
Consumer Cyclical	15.600	11.372
Communication Services	15.600	12.408
Consumer Defensive	9.040	9.146
Real Estate	8.640	8.158
Basic Materials	7.840	14.650
Healthcare	5.810	7.080
Industrials	5.100	5.975
Technology	4.000	8.470
Energy	0.830	2.440
Utilities	0.010	0.993

Region Allocation

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 193

Number of short holdings: 17

Name	ISIN	Weight %	Last	Change %
CORONATION MULTI-MANAGER GLOBAL EQUITY FUND CLASS Z- FWD	-	13.46	-	-
CORONATION GLOBAL HOUSEVIEW BOND FUND CLASS Z	-	9.40	-	-
CORONATION GLOBAL EMERGING MARKETS FUND CLASS Z - FWD	-	5.18	-	-
Naspers	ZAE000325783	4.11	405,870	-0.89%
South Africa (Republic of) 1.875%	ZAG000125998	3.58	-	-
FirstRand Ltd	ZAE000066304	2.89	7,792	-0.85%
Dcar Index Future Dec24	ZAD000551687	2.68	-	-
South Africa (Republic of) 9%	ZAG000125980	1.91	-	-
Capitec Bank	ZAE000035861	1.88	336,182	-0.45%
Dis-Chem Pharmacies	ZAE000227831	1.77	3,716	-0.16%

Top Equity Funds by Coronation Management Co

Name	Total Assets	YTD%	3Y%	10Y%
Coronation Balanced Plus Fund P	121.18B	11.46	10.83	8.66
Coronation Balanced Plus Fund A	121.18B	10.58	8.72	8.08
Coronation Balanced Defensive Fund	31.89B	8.70	9.99	8.07
Coronation Balanced Defensive A	31.89B	8.09	8.80	7.48
Coronation Balanced Defensive FundD	31.89B	8.35	9.12	7.79

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Coronation Balanc.	160.398	+0.330	+0.21%
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