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Coronation Balanced Plus Fund D (0P0000JYZT)

Johannesburg

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160.593 -1.370 -0.85%

20/12 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000064960

Asset Class: Equity

Morningstar Rating:
Total Assets: 120.96B

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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 %	Short %
Cash	2.580	13.100	10.520
Stocks	59.260	59.260	0.000
Bonds	11.080	11.080	0.000
Other	27.080	27.080	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.565	12.376
Price to Book	1.885	1.888
Price to Sales	0.982	1.341
Price to Cash Flow	4.125	6.373
Dividend Yield	2.900	3.565
5 Years Earnings Growth	11.403	11.534

Sector Allocation

Name	Net %	Category Average
Financial Services	27.020	22.562
Consumer Cyclical	17.000	11.594
Communication Services	16.640	12.428
Real Estate	8.940	8.222
Basic Materials	8.570	14.211
Consumer Defensive	6.670	8.954
Industrials	5.590	5.969
Technology	4.910	8.357
Healthcare	4.030	6.931
Energy	0.610	2.363
Utilities	0.020	1.026

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 151

Number of short holdings: 15

Name	ISIN	Weight %	Last	Change %
CORONATION MULTI-MANAGER GLOBAL EQUITY FUND CLASS Z- FWD	-	14.57	-	-
CORONATION GLOBAL HOUSEVIEW BOND FUND CLASS Z	-	7.55	-	-
CORONATION GLOBAL EMERGING MARKETS FUND CLASS Z - FWD	-	4.95	-	-
Naspers	ZAE000325783	4.29	422,000	-2.56%
South Africa (Republic of) 9%	ZAG000125980	3.35	-	-
South Africa (Republic of) 8.875%	ZAG000125972	2.85	-	-
Dcar Index Future Dec24	ZAD000551687	2.65	-	-
FirstRand Ltd	ZAE000066304	2.36	7,709	-0.43%
Capitec Bank	ZAE000035861	2.06	317,639	-0.29%
Dis-Chem Pharmacies	ZAE000227831	1.73	3,669	+0.77%

Top Equity Funds by Coronation Management Co

Name	Total Assets	YTD%	3Y%	10Y%
Coronation Balanced Plus Fund A	120.96B	14.72	9.97	8.35
Coronation Balanced Plus Fund P	120.96B	15.21	10.48	8.84
Coronation Balanced Defensive Fund	31.59B	11.49	10.13	8.15
Coronation Balanced Defensive A	31.59B	11.03	9.63	7.66
Coronation Balanced Defensive FundD	31.59B	11.32	9.94	7.96

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