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Coronation Equity Fund  |  South African-Equity-General
327.2851    -9.8224    (-2.914%)
NAV price (ZAR) Thu 19 Mar 2026 (change prev day)


 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 114 Rand-denominated South African--Equity--General 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 (equity) 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 South African--Equity--General 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 1 Oct 2004
Fund Size (ZAR) 13 330 529 827
Latest Price 32 728.51
PlexCrowns
Total Expense Ratio (31/12) 1.46%
Minimum InvestmentR5 000
TTM Distribution Yield 0.29%
Fund Objective
The fund seeks to maximise long-term capital appreciation by investing primarily in a broad spectrum of listed equities.
Asset Classes and Holdings
chart
 RSA Equity56.37%  
Int Equity43.02%  
 RSA Bonds0.00%  
 Int Bonds0.00%  
 RSA Real Estate0.12%  
 Int Real Estate0.00%  
 RSA Cash0.45%  
 Int Cash0.04%  
Top Holdings as at 31 Dec 2025
SecurityUnitsValue (Rm)% of Fund
FOREIGNEQ 0 3 474.5724.79%
EQUITY 0 775.025.53%
NASPERS-N 674 751 745.275.32%
INDUSTLESS1 0 629.194.49%
CAPITEC 121 429 504.633.60%
STANBANK 1 720 107 499.523.56%
NORTHAM 1 292 410 435.683.11%
PROSUS 358 379 366.812.62%
RICHEMONT 84 843 307.732.20%
AUTO1GROUP 549 696 291.782.08%
Totals  8 030.2157.30%

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