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Coronation Balanced Plus Fund  |  South African-Multi Asset-High Equity
Reg Compliant
189.2046    +3.6444    (+1.964%)
NAV price (ZAR) Mon 15 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Auto1 Group SE5,721,553 5,721,553 1,692.67 1.23 0.00 0.00 
Auto Total5,721,553 5,721,553 1,692.67 1.23 0.00 0.00 
Capitec Bank Holdings Ltd.-51,570 770,926 3,178.03 2.30 822,496 3,418.13 2.35 
Standard Bank Group Ltd.3,023,582 14,546,201 4,428.59 3.21 11,522,619 3,346.17 2.30 
Nu Holdings Ltd7,144,410 7,144,410 1,721.25 1.25 0.00 0.00 
Banks Total10,116,422 22,461,537 9,327.87 6.76 12,345,115 6,764.30 4.64 
SA Bond BNDS5,419.33 3.93 7,474.76 5.13 
SA Bond I203338,200,000 3,997,801,859 5,580.61 4.05 3,959,601,859 5,604.62 3.85 
SA Bond R20352,642,997,000 2,619.37 1.90 2,642,997,000 2,836.39 1.95 
SA Bond R20372,359,100,000 2,238.86 1.62 2,359,100,000 2,430.24 1.67 
Bond Total38,200,000 8,999,898,859 15,858.17 11.50 8,961,698,859 18,346.01 12.59 
Cash on call9,155.37 6.64 5,159.91 3.54 
Cash on call Total9,155.37 6.64 5,159.91 3.54 
Advtech Ltd.89,741 44,456,391 1,857.83 1.35 44,366,650 1,651.77 1.13 
Consumer Services Total89,741 44,456,391 1,857.83 1.35 44,366,650 1,651.77 1.13 
Egerton Capital Equity Fund1,111,192 1,111,192 3,101.82 2.25 0.00 0.00 
Equities Total1,111,192 1,111,192 3,101.82 2.25 0.00 0.00 
1nvestPlatinum ETF0.00 0.00 1,775.31 1.22 
Exchange Traded Funds Total0.00 0.00 1,775.31 1.22 
Foreign - Currency0.00 0.00 3,379.32 2.32 
USA - Currency2,639.53 1.91 0.00 0.00 
For Currency Total2,639.53 1.91 3,379.32 2.32 
Foreign - Bonds6,312.88 4.58 8,912.87 6.12 
Foreign - Equities28,974.48 21.01 49,931.37 34.26 
Foreign - Unit Trusts6,651.82 4.82 0.00 0.00 
Foreign Invest Total41,939.18 30.42 58,844.24 40.38 
Foreign - Property175.69 0.13 123.18 0.08 
Foreign Property Total175.69 0.13 123.18 0.08 
Equity18,474.06 13.40 0.00 0.00 
General Equity Total18,474.06 13.40 0.00 0.00 
Anglo American plc0.00 0.00 17,171.78 11.78 
Glencore plc16,782,012 16,782,012 2,147.93 1.56 0.00 0.00 
Industrial Metals and Mining Total16,782,012 16,782,012 2,147.93 1.56 17,171.78 11.78 
PSG Financial Services Ltd.-1,410,899 54,541,941 1,444.27 1.05 55,952,840 1,524.71 1.05 
Investment Banking and Brokerage Services Total-1,410,899 54,541,941 1,444.27 1.05 55,952,840 1,524.71 1.05 
Contrarius Global Equity10,094,406 10,094,406 2,997.76 2.17 0.00 0.00 
Offshore Intern Total10,094,406 10,094,406 2,997.76 2.17 0.00 0.00 
Bid Corporation Ltd.-3,504,683 0.00 0.00 3,504,683 1,478.52 1.01 
Dis-Chem Pharmacies Ltd.464,742 51,049,885 1,893.44 1.37 50,585,143 1,770.48 1.22 
Personal Care, Drug and Grocery Stores Total-3,039,941 51,049,885 1,893.44 1.37 54,089,826 3,249.00 2.23 
Compagnie Financière Richemont SA-574,574 0.00 0.00 574,574 2,084.00 1.43 
Personal Goods Total-574,574 0.00 0.00 574,574 2,084.00 1.43 
Aspen Pharmacare Holdings Ltd.12,863,033 12,863,033 1,690.20 1.23 0.00 0.00 
Pharmaceuticals and Biotechnology Total12,863,033 12,863,033 1,690.20 1.23 0.00 0.00 
AngloGold Ashanti plc-1,348,051 0.00 0.00 1,348,051 1,931.96 1.33 
Gold Fields Ltd.-2,623,691 0.00 0.00 2,623,691 1,904.04 1.31 
Northam Platinum Holdings Ltd.2,037,313 10,937,628 3,720.11 2.70 8,900,315 3,000.39 2.06 
Precious Metals and Mining Total-1,934,429 10,937,628 3,720.11 2.70 12,872,057 6,836.38 4.69 
Property positions individually less than 1% of fund3,603.53 2.61 4,005.25 2.75 
Real Estate Total3,603.53 2.61 4,005.25 2.75 
Fortress Real Estate Investments Ltd.2,033,622 85,391,111 1,963.23 1.42 83,357,489 1,992.24 1.37 
NEPI Rockcastle NV-2,471,508 14,328,846 2,024.93 1.47 16,800,354 2,450.33 1.68 
Real Estate Investment and Services Total-437,886 99,719,957 3,988.16 2.89 100,157,843 4,442.58 3.05 
Hammerson plc22,174,191 1,519.11 1.10 22,174,191 1,620.05 1.11 
Real Estate Investment Trusts Total22,174,191 1,519.11 1.10 22,174,191 1,620.05 1.11 
We Buy Cars Holdings Ltd.-33,755,907 0.00 0.00 33,755,907 1,614.55 1.11 
Retailers Total-33,755,907 0.00 0.00 33,755,907 1,614.55 1.11 
Naspers Ltd.-89,732 4,983,869 4,295.90 3.12 5,073,601 5,603.13 3.85 
Prosus NV3,349,320 3,349,320 2,574.45 1.87 0.00 0.00 
Software and Computer Services Total3,259,588 8,333,189 6,870.35 4.98 5,073,601 5,603.13 3.85 
Taiwan Semiconductor Manufacturing Co Ltd2,020,269 2,020,269 1,908.96 1.38 0.00 0.00 
Technology Total2,020,269 2,020,269 1,908.96 1.38 0.00 0.00 
MTN Group Ltd.627,044 9,634,935 1,883.15 1.37 9,007,891 1,526.84 1.05 
Telecommunications Service Providers Total627,044 9,634,935 1,883.15 1.37 9,007,891 1,526.84 1.05 
Portfolio Total59,731,633 9,371,800,987 137,889.15 100.00 9,312,069,354 145,722.30 100.00