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Coronation Balanced Defensive Fund B (0P0000JYZQ)

Johannesburg

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Coronation Balanced Defensive Fund B historical data, for real-time data please try another search

147.428 0.000 0.00%

03/03 - Closed. Currency in ZAR ( Disclaimer )

Morningstar Rating:
Total Assets: 28.75B

Type: Fund

Market: South Africa

Issuer: Coronation Management Co

ISIN: ZAE000090635

Asset Class: Equity

General
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0P0000JYZQ Holdings

Comprehensive information about top holdings and Key Holding Information for the Coronation Balanced Defensive Fund B (0P0000JYZQ) fund. Our Coronation Balanced Defensive Fund B portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	1.710	2.680	0.970
Stocks	36.020	36.020	0.000
Bonds	51.490	51.490	0.000
Convertible	0.500	0.500	0.000
Other	10.280	10.280	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.345	11.768
Price to Book	1.523	1.502
Price to Sales	1.318	1.476
Price to Cash Flow	6.805	7.674
Dividend Yield	3.472	4.635
5 Years Earnings Growth	10.609	10.690

Sector Allocation

Name	Net %	Category Average
Financial Services	19.250	19.924
Consumer Defensive	18.990	10.014
Communication Services	16.870	11.502
Basic Materials	16.030	13.038
Consumer Cyclical	14.040	9.771
Real Estate	4.370	17.885
Healthcare	3.400	6.368
Technology	2.980	9.027
Energy	2.790	2.799
Industrials	1.290	6.149

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 152

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Coronation Global Opportunities Equity Fund A	IE00B2RGGV79	15.26	24.354	+0.97%
Coronation Global Capital Plus P USD Acc	IE00BBT3KJ57	4.75	-	-
REPUBLIC OF SOUTH AFRICA 31/01/45 8.75%	ZAG000106972	4.04	-	-
Naspers Ltd Class N	ZAE000015889	3.03	-	-
REPUBLIC OF SOUTH AFRICA 21/12/27 10.5%	ZAG000016320	2.53	-	-
Bgasj 6.25% 250428	-	2.30	-	-
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	2.29	-	-
Anglo American	GB00B1XZS820	2.23	2,693.5	+1.20%
Coronation Global Emerging Markets A USD	IE00B2RGGZ18	2.07	-	-
THE STANDARD BANK OF SOUTH AFRICA LTD 07/12/23 5.5%	ZAG000075789	2.02	-	-

Top Equity Funds by Coronation Management Co

Name	Total Assets	YTD%	3Y%	10Y%
Coronation Balanced Plus Fund P	111.88B	3.10	9.48	8.42
Coronation Balanced Plus Fund D	111.88B	3.05	9.29	8.24
Coronation Balanced Plus Fund A	111.88B	2.98	8.98	7.93
Coronation Balanced Defensive FundD	30.63B	2.24	8.71	7.77
Coronation Balanced Defensive Fund	30.63B	2.28	8.89	7.95

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Coronation Balanc.	147.428	0.000	0.00%