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Coronation Market Plus Fund  |  Worldwide–Multi Asset–Flexible
132.9415    -0.7354    (-0.550%)
NAV price (ZAR) Thu 15 May 2025 (change prev day)


 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 115 Rand-denominated Worldwide--Multi Asset--Flexible funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (multi asset) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the Worldwide--Multi Asset--Flexible sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk

Fund Performance
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 2 Jul 2001
Fund Size (ZAR) 5 947 398 996
Latest Price 13 294.15
PlexCrowns
Total Expense Ratio (31/03) 1.62%
Minimum InvestmentR5 000
TTM Distribution Yield 1.35%
Fund Objective
Invests across various domestic and international asset classes, with a bias towards the equity market over the investment cycle.
Asset Classes and Holdings
chart
 RSA Equity41.63%  
Int Equity29.59%  
 RSA Bonds14.79%  
 Int Bonds5.50%  
 RSA Real Estate7.00%  
 Int Real Estate0.73%  
 RSA Cash-2.26%  
 Int Cash3.02%  
Top Holdings as at 31 Mar 2025
SecurityUnitsValue (Rm)% of Fund
FOREIGNEQ 0 1 567.1727.23%
EQUITY 0 1 212.2021.07%
R214 812 890 000 529.099.19%
FOREIGNBO 0 314.185.46%
FOREIGN C 0 296.595.15%
PROSUS 273 035 229.793.99%
BONDS 0 226.883.94%
NASPERS-N 41 335 186.753.25%
PROPERTYLESS1 0 160.122.78%
STANBANK 594 779 142.402.47%
Totals  4 865.1784.54%

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