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-1.3  /  -0.01%

152.0501

NAV (ZAR) on 2024/09/13
NAV (ZAR) on 2024/09/12 152.0631
52 week high on 2024/08/23 154.4603
52 week low on 2023/10/31 128.0319
Total Expense Ratio on 2024/06/30 1.18
Total Expense Ratio (performance fee) on 2024/06/30 0
NAV
Incl Dividends
1 month change 1.54% 1.54%
3 month change 2.57% 2.57%
6 month change 4.37% 5.34%
1 year change 10.49% 13.12%
5 year change 7.68% 11%
10 year change 5.1% 8.1%
Price data is updated once a day.
Unit trust and ETF performances for periods greater than 12 months are annualised.

Here is a list of JSE shares held in this Unit Trust. These tables reflect changes in holdings over two quarters, but do not show where a fund has completely sold a holding during the latest quarter.

Coronation Balanced Plus Fund

Fund managed by Coronation Management Company (RF) (Pty) Ltd.
Holdings Jun 2024 Mar 2024 Unit change Value change (R'000s) % of Fund
# Units Value (R'000s) # Units Value (R'000s)
  ADvTECH Ltd. 45,330,844 12,828,628.780 43,111,463 12,239,344.280 2,219,381 589,284.500 1.1334
  Anglo American plc 0 0.000 2,505,022 11,846,530.370 -2,505,022 -11,846,530.370 0.0000
  AngloGold Ashanti plc 2,613,833 12,017,620.100 3,036,987 12,837,038.540 -423,154 -819,418.440 1.0617
  Aspen Pharmacare Holdings Ltd. 5,806,025 13,546,037.340 5,556,838 12,190,590.840 249,187 1,355,446.500 1.1967
  Bid Corporation Ltd. 4,201,171 17,849,513.540 4,365,003 20,158,022.160 -163,832 -2,308,508.620 1.5769
Total

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  • Fund focus and 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.

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