Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolio 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Coronation Balanced Plus Fund  |  South African–Multi Asset–High Equity
Reg Compliant
188.9092    +0.5543    (+0.294%)
NAV price (ZAR) Thu 27 Nov 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Auto1 Group SE-476,540 3,184,085 1,855.08 1.30 3,660,625 2,054.18 1.51 
Auto Total-476,540 3,184,085 1,855.08 1.30 3,660,625 2,054.18 1.51 
Capitec Bank Holdings Ltd.-19,854 849,015 2,949.48 2.06 868,869 3,085.32 2.27 
FirstRand Ltd.-25,591,025 0.00 0.00 25,591,025 1,936.98 1.42 
Standard Bank Group Ltd.-463,466 11,805,301 2,790.66 1.95 12,268,767 2,791.51 2.05 
Banks Total-26,074,345 12,654,316 5,740.13 4.02 38,728,661 7,813.82 5.74 
SA Bond BNDS224,500,000 224,500,000 6,784.38 4.75 6,607.87 4.85 
SA Bond I20331,234,941,859 3,959,601,859 5,299.07 3.71 2,724,660,000 3,526.16 2.59 
SA Bond R20352,773,897,000 2,745.42 1.92 2,773,897,000 2,673.06 1.96 
SA Bond R20372,451,400,000 2,291.08 1.60 2,451,400,000 2,220.35 1.63 
Bond Total1,459,441,859 9,409,398,859 17,119.96 11.98 7,949,957,000 15,027.44 11.03 
Cash on call6,460.41 4.52 7,137.14 5.24 
Cash on call Total6,460.41 4.52 7,137.14 5.24 
ADvTECH Ltd.-130,008 46,466,231 1,462.76 1.02 46,596,239 1,524.16 1.12 
Consumer Services Total-130,008 46,466,231 1,462.76 1.02 46,596,239 1,524.16 1.12 
Equity Derivative0.00 0.00 0.00 0.00 
Derivatives Total0.00 0.00 0.00 0.00 
Egerton Capital Equity Fund23,743 1,297,152 3,797.33 2.66 1,273,409 3,669.01 2.69 
Equities Total23,743 1,297,152 3,797.33 2.66 1,273,409 3,669.01 2.69 
ST James Place-6,132,217 0.00 0.00 6,132,217 1,775.66 1.30 
Financial Services Total-6,132,217 0.00 0.00 6,132,217 1,775.66 1.30 
Foreign - Currency5,131.11 3.59 5,112.28 3.75 
For Currency Total5,131.11 3.59 5,112.28 3.75 
Foreign - Bonds9,134.48 6.39 8,849.56 6.50 
Foreign - Equities38,973.81 27.27 37,824.44 27.77 
Foreign Invest Total48,108.29 33.66 46,674.00 34.27 
Foreign - Property223.08 0.16 0.01 0.00 
Hammerson Plc22,174,191 22,174,191 1,512.88 1.06 0.00 0.00 
Foreign Property Total22,174,191 22,174,191 1,735.95 1.21 0.01 0.00 
Equity0.00 0.00 18,499.65 13.58 
General Equity Total0.00 0.00 18,499.65 13.58 
Mondi plc-5,857,057 0.00 0.00 5,857,057 1,704.87 1.25 
General Industrials Total-5,857,057 0.00 0.00 5,857,057 1,704.87 1.25 
Anglo American plc1,099,519 1,099,519 17,595.28 12.31 0.00 0.00 
Industrial Metals and Mining Total1,099,519 1,099,519 17,595.28 12.31 0.00 0.00 
Contrarius Global Equity Fund - Institutional Class3,689 3,689 3,689.71 2.58 0.00 0.00 
Offshore Intern Total3,689 3,689 3,689.71 2.58 0.00 0.00 
Bid Corporation Ltd.129,039 3,345,183 1,445.96 1.01 3,216,144 1,503.32 1.10 
Dis-Chem Pharmacies Ltd.-7,068,373 47,759,082 1,563.63 1.09 54,827,455 1,770.93 1.30 
Personal Care, Drug and Grocery Stores Total-6,939,334 51,104,265 3,009.59 2.11 58,043,599 3,274.25 2.40 
Compagnie Financière Richemont SA138,643 730,019 2,386.62 1.67 591,376 1,969.87 1.45 
Personal Goods Total138,643 730,019 2,386.62 1.67 591,376 1,969.87 1.45 
AngloGold Ashanti plc2,119,749 2,119,749 2,572.38 1.80 0.00 0.00 
Gold Fields Ltd.2,887,811 2,887,811 2,105.47 1.47 0.00 0.00 
Northam Platinum Holdings Ltd.-1,869,683 9,428,007 2,649.27 1.85 11,297,690 2,165.88 1.59 
Precious Metals and Mining Total3,137,877 14,435,567 7,327.12 5.13 11,297,690 2,165.88 1.59 
Property positions individually less than 1% of fund0.00 0.00 5,556.02 4.08 
Real Estate Total0.00 0.00 5,556.02 4.08 
NEPI Rockcastle NV2,127,470 16,400,768 2,363.03 1.65 14,273,298 1,926.18 1.41 
Real Estate Investment and Services Total2,127,470 16,400,768 2,363.03 1.65 14,273,298 1,926.18 1.41 
Attacq Ltd.58,534,008 58,534,008 4,682.71 3.28 0.00 0.00 
Real Estate Investment Trusts Total58,534,008 58,534,008 4,682.71 3.28 0.00 0.00 
We Buy Cars Holdings Ltd.-3,257,377 35,287,835 1,954.24 1.37 38,545,212 2,308.86 1.70 
Retailers Total-3,257,377 35,287,835 1,954.24 1.37 38,545,212 2,308.86 1.70 
Naspers Ltd.-92,177 1,004,493 6,282.78 4.40 1,096,670 6,048.55 4.44 
Prosus NV-140,380 1,836,978 2,224.05 1.56 1,977,358 1,960.77 1.44 
Software and Computer Services Total-232,557 2,841,471 8,506.83 5.95 3,074,028 8,009.32 5.88 
Portfolio Total1,497,581,564 9,675,611,975 142,926.15 100.00 8,178,030,411 136,202.60 100.00