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Coronation Balanced Plus Fund D (0P0000JYZT)

Johannesburg

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149.282 -0.620 -0.41%

24/05 - Delayed Data. Currency in ZAR ( Disclaimer )

Type: Fund

Market: South Africa

Issuer: Coronation Management Co

ISIN: ZAE000064960

Asset Class: Equity

Morningstar Rating:
Total Assets: 113.93B

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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

Name	Net %	Long %
Stocks	72.450	72.450
Bonds	13.740	13.740
Other	14.850	14.850

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.558	11.524
Price to Book	1.788	1.696
Price to Sales	1.082	1.206
Price to Cash Flow	7.469	7.200
Dividend Yield	2.938	4.323
5 Years Earnings Growth	24.766	11.141

Sector Allocation

Name	Net %	Category Average
Financial Services	20.540	20.853
Consumer Cyclical	19.170	11.025
Communication Services	15.380	12.785
Consumer Defensive	9.300	10.304
Basic Materials	8.730	15.196
Technology	7.520	8.089
Healthcare	6.400	7.127
Industrials	5.970	6.071
Real Estate	5.130	7.960
Energy	1.710	2.828
Utilities	0.150	0.911

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 173

Number of short holdings: 18

Name	ISIN	Weight %	Last	Change %
Coronation Multi-Manager Global Eq Z USD	IE00081GIY56	12.76	-	-
CORONATION GLOBAL HOUSEVIEW BOND FUND CLASS Z	-	10.72	-	-
South Africa (Republic of) 1.875%	ZAG000125998	5.14	-	-
Coronation Global Emerging Markets A USD	IE00B2RGGZ18	4.84	-	-
Naspers	ZAE000325783	3.95	390,169	0.00%
Ftse/Jse Top 40 Jun24	ZAD000502391	3.13	-	-
Richemont	CH0210483332	2.09	143.35	+0.00%
FirstRand Ltd	ZAE000066304	2.07	6,835	+0.00%
Capitec Bank	ZAE000035861	2.05	226,561	0.00%
Coronation Money Market Z	ZAE000068516	1.65	-	-

Top Equity Funds by Coronation Management Co

Name	Total Assets	YTD%	3Y%	10Y%
Coronation Balanced Plus Fund A	113.93B	3.02	8.38	7.84
Coronation Balanced Plus Fund P	113.93B	3.18	8.88	8.34
Coronation Balanced Defensive A	30.96B	1.89	7.89	7.34
Coronation Balanced Defensive FundD	30.96B	1.98	8.20	7.65
Coronation Balanced Defensive Fund	30.96B	2.04	8.39	7.83

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