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Coronation Smaller Companies Fund  |  South African-Equity-Mid and Small Cap
146.9687    -0.2182    (-0.148%)
NAV price (ZAR) Mon 22 Jun 2026 (change prev day)


 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 204 Rand-denominated South African 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 sectors based on 3-year volatility (needle right indicates lower risk within the sectors)
Risk

Fund Performance
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 1 Apr 1997
Fund Size (ZAR) 500 146 128
Latest Price 14 696.87
PlexCrowns
Total Expense Ratio (31/03) 1.18%
Minimum InvestmentR5 000
TTM Distribution Yield 1.53%
Fund Objective
Invests in small and mid capitalisation companies, developing industries and recovery shares.
Asset Classes and Holdings
chart
 RSA Equity99.36%  
Int Equity0.00%  
 RSA Bonds0.00%  
 Int Bonds0.00%  
 RSA Real Estate0.00%  
 Int Real Estate0.00%  
 RSA Cash0.64%  
 Int Cash0.00%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
ADVTECH 1 035 256 43.269.00%
RAUBEX 570 791 27.545.73%
BIDCORP 65 055 26.525.51%
HUDACO 124 459 23.614.91%
DIS-CHEM 604 437 22.424.66%
QUILTER 559 701 22.094.59%
ASPEN 165 918 21.804.53%
BRAIT 9 248 808 19.704.10%
NORTHAM 53 223 18.103.76%
MONDIPLC 86 726 16.703.47%
Totals  241.7450.27%

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