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Coronation Balanced Plus Fund  |  South African-Multi Asset-High Equity
Reg Compliant
186.8000    -0.7043    (-0.376%)
NAV price (ZAR) Fri 6 Mar 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Auto1 Group SE-3,184,085 0.00 0.00 3,184,085 1,855.08 1.30 
Auto Total-3,184,085 0.00 0.00 3,184,085 1,855.08 1.30 
Capitec Bank Holdings Ltd.-26,519 822,496 3,418.13 2.35 849,015 2,949.48 2.06 
Standard Bank Group Ltd.-282,682 11,522,619 3,346.17 2.30 11,805,301 2,790.66 1.95 
Banks Total-309,201 12,345,115 6,764.30 4.64 12,654,316 5,740.13 4.02 
SA Bond BNDS-224,500,000 7,474.76 5.13 224,500,000 6,784.38 4.75 
SA Bond I20333,959,601,859 5,604.62 3.85 3,959,601,859 5,299.07 3.71 
SA Bond R2035-130,900,000 2,642,997,000 2,836.39 1.95 2,773,897,000 2,745.42 1.92 
SA Bond R2037-92,300,000 2,359,100,000 2,430.24 1.67 2,451,400,000 2,291.08 1.60 
Bond Total-447,700,000 8,961,698,859 18,346.01 12.59 9,409,398,859 17,119.96 11.98 
Cash on call5,159.91 3.54 6,460.41 4.52 
Cash on call Total5,159.91 3.54 6,460.41 4.52 
ADvTECH Ltd.-2,099,581 44,366,650 1,651.77 1.13 46,466,231 1,462.76 1.02 
Consumer Services Total-2,099,581 44,366,650 1,651.77 1.13 46,466,231 1,462.76 1.02 
Egerton Capital Equity Fund-1,297,152 0.00 0.00 1,297,152 3,797.33 2.66 
Equities Total-1,297,152 0.00 0.00 1,297,152 3,797.33 2.66 
1nvestPlatinum ETF1,775.31 1.22 0.00 0.00 
Exchange Traded Funds Total1,775.31 1.22 0.00 0.00 
Foreign - Currency3,379.32 2.32 5,131.11 3.59 
For Currency Total3,379.32 2.32 5,131.11 3.59 
Foreign - Bonds8,912.87 6.12 9,134.48 6.39 
Foreign - Equities49,931.37 34.26 38,973.81 27.27 
Foreign Invest Total58,844.24 40.38 48,108.29 33.66 
Foreign - Property123.18 0.08 223.08 0.16 
Hammerson Plc-22,174,191 0.00 0.00 22,174,191 1,512.88 1.06 
Foreign Property Total-22,174,191 123.18 0.08 22,174,191 1,735.95 1.21 
Anglo American plc-1,099,519 17,171.78 11.78 1,099,519 17,595.28 12.31 
Industrial Metals and Mining Total-1,099,519 17,171.78 11.78 1,099,519 17,595.28 12.31 
PSG Financial Services Ltd.55,952,840 55,952,840 1,524.71 1.05 0.00 0.00 
Investment Banking and Brokerage Services Total55,952,840 55,952,840 1,524.71 1.05 0.00 0.00 
Contrarius Global Equity Fund - Institutional Class-3,689 0.00 0.00 3,689 3,689.71 2.58 
Offshore Intern Total-3,689 0.00 0.00 3,689 3,689.71 2.58 
Bid Corporation Ltd.159,500 3,504,683 1,478.52 1.01 3,345,183 1,445.96 1.01 
Dis-Chem Pharmacies Ltd.2,826,061 50,585,143 1,770.48 1.22 47,759,082 1,563.63 1.09 
Personal Care, Drug and Grocery Stores Total2,985,561 54,089,826 3,249.00 2.23 51,104,265 3,009.59 2.11 
Compagnie Financière Richemont SA-155,445 574,574 2,084.00 1.43 730,019 2,386.62 1.67 
Personal Goods Total-155,445 574,574 2,084.00 1.43 730,019 2,386.62 1.67 
AngloGold Ashanti plc-771,698 1,348,051 1,931.96 1.33 2,119,749 2,572.38 1.80 
Gold Fields Ltd.-264,120 2,623,691 1,904.04 1.31 2,887,811 2,105.47 1.47 
Northam Platinum Holdings Ltd.-527,692 8,900,315 3,000.39 2.06 9,428,007 2,649.27 1.85 
Precious Metals and Mining Total-1,563,510 12,872,057 6,836.38 4.69 14,435,567 7,327.12 5.13 
Property positions individually less than 1% of fund4,005.25 2.75 0.00 0.00 
Real Estate Total4,005.25 2.75 0.00 0.00 
Fortress Real Estate Investments Ltd.83,357,489 83,357,489 1,992.24 1.37 0.00 0.00 
NEPI Rockcastle NV399,586 16,800,354 2,450.33 1.68 16,400,768 2,363.03 1.65 
Real Estate Investment and Services Total83,757,075 100,157,843 4,442.58 3.05 16,400,768 2,363.03 1.65 
Attacq Ltd.-58,534,008 0.00 0.00 58,534,008 4,682.71 3.28 
Hammerson plc22,174,191 22,174,191 1,620.05 1.11 0.00 0.00 
Real Estate Investment Trusts Total-36,359,817 22,174,191 1,620.05 1.11 58,534,008 4,682.71 3.28 
We Buy Cars Holdings Ltd.-1,531,928 33,755,907 1,614.55 1.11 35,287,835 1,954.24 1.37 
Retailers Total-1,531,928 33,755,907 1,614.55 1.11 35,287,835 1,954.24 1.37 
Naspers Ltd.4,069,108 5,073,601 5,603.13 3.85 1,004,493 6,282.78 4.40 
Prosus NV-1,836,978 0.00 0.00 1,836,978 2,224.05 1.56 
Software and Computer Services Total2,232,130 5,073,601 5,603.13 3.85 2,841,471 8,506.83 5.95 
MTN Group Ltd.9,007,891 9,007,891 1,526.84 1.05 0.00 0.00 
Telecommunications Service Providers Total9,007,891 9,007,891 1,526.84 1.05 0.00 0.00 
Portfolio Total-363,542,621 9,312,069,354 145,722.30 100.00 9,675,611,975 142,926.15 100.00