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Coronation Market Plus Fund | Worldwide-Multi Asset-Flexible

142.6795 -0.6209 (-0.433%)
NAV price (ZAR) Fri 13 Mar 2026 (change prev day)

Asset Allocation

Income and Performance

Risk Profile

Asset Allocation: Quarterly Comparison

Change

Quarter Ended

RSA Equity

0.77%

40.12%

39.35%

Int Equity

-0.49%

29.96%

30.45%

RSA Bonds

-0.10%

13.17%

13.27%

Int Bonds

-0.92%

4.33%

5.25%

RSA Real Estate

0.75%

10.31%

9.56%

Int Real Estate

0.02%

0.67%

0.65%

RSA Cash

0.44%

-2.16%

-2.60%

Int Cash

-0.47%

3.60%

4.07%

Asset Allocation: Two Year Quarterly History

Asset Class	4Q 2025	3Q 2025	2Q 2025	1Q 2025	4Q 2024	3Q 2024	2Q 2024	1Q 2024
RSA Equity	40.12%	39.35%	40.01%	41.63%	40.74%	43.61%	42.32%	39.92%
Int Equity	29.96%	30.45%	32.20%	29.59%	28.58%	26.58%	27.57%	30.13%
Total Equity	70.08%	69.80%	72.21%	71.22%	69.32%	70.19%	69.89%	70.05%
RSA Bonds	13.17%	13.27%	12.63%	14.79%	14.57%	11.31%	11.70%	9.05%
Int Bonds	4.33%	5.25%	5.24%	5.50%	7.04%	10.18%	11.63%	14.36%
Total Bonds	17.50%	18.52%	17.87%	20.29%	21.61%	21.49%	23.33%	23.41%
RSA Real Estate	10.31%	9.56%	8.15%	7.00%	7.84%	7.11%	5.65%	5.50%
Int Real Estate	0.67%	0.65%	0.68%	0.73%	0.56%	0.54%	0.83%	0.58%
Total Real Estate	10.98%	10.21%	8.83%	7.73%	8.40%	7.65%	6.48%	6.08%
RSA Cash	-2.16%	-2.60%	-2.35%	-2.26%	-0.20%	0.49%	-2.20%	-2.53%
Int Cash	3.60%	4.07%	3.44%	3.02%	0.87%	0.18%	2.50%	2.99%
Total Cash	1.44%	1.47%	1.09%	0.76%	0.67%	0.67%	0.30%	0.46%
Total	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%
RSA Total	61.44%	59.58%	58.44%	61.16%	62.95%	62.52%	57.47%	51.94%
Int Total	38.56%	40.42%	41.56%	38.84%	37.05%	37.48%	42.53%	48.06%

Top Holdings: Quarterly Comparison

	Change	Quarter Ended	Quarter Ended
NASPERS-N	-0.08%	3.95%	4.03%
STANBANK	0.66%	3.41%	2.75%
FOREIGNEQ	-1.77%	23.78%	25.55%
BONDS	-5.18%	0.00%	5.18%
FOREIGN C	-0.32%	4.70%	5.03%
FOREIGNBO	-0.58%	4.27%	4.85%
ANGGOLD	0.16%	2.14%	1.98%
ANGLO	-3.09%	15.38%	18.47%
R214	-3.54%	2.54%	6.08%
I2038	2.35%	3.64%	1.29%
R2035	5.01%	5.01%	0.00%
SPEARREIT	-3.42%	0.00%	3.42%
PROSUS	-0.66%	2.00%	2.66%

Sectoral Allocation: Quarterly Comparison

Change

Quarter Ended

Banks

0.82%

4.73%

3.91%

Beverages

0.07%

1.27%

1.20%

Bond

-1.19%

6.18%

7.37%

Equities

-0.16%

1.88%

2.04%

For Currency

-0.33%

4.70%

5.03%

Foreign Invest

-2.35%

28.05%

30.40%

Foreign Property

-0.02%

0.71%

0.73%

General Industrials

-0.27%

1.16%

1.43%

Industrial Metals and Mining

-2.42%

17.20%

19.62%

Investment Banking and Brokerage Services

-0.02%

1.67%

1.69%

Offshore Intern

-0.10%

1.88%

1.98%

Precious Metals and Mining

0.26%

3.81%

3.55%

Real Estate Investment and Services

-0.03%

1.96%

1.99%

Real Estate Investment Trusts

0.55%

3.32%

2.77%

Software and Computer Services

-0.74%

5.95%

6.69%

Telecommunications Service Providers

0.37%

1.58%

1.21%

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