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Coronation Balanced Plus Fund P (0P0000X5C8)

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163.002 +0.480    +0.30%
27/12 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 122.71B
Type:  Fund
Market:  South Africa
Issuer:  Coronation Management Co
ISIN:  ZAE000165205 
Asset Class:  Equity
Coronation Balanced Plus Fund P 163.002 +0.480 +0.30%

0P0000X5C8 Overview

 
Find basic information about the Coronation Balanced Plus Fund P mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000X5C8 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change13.99%
Prev. Close162.52
Risk Rating
TTM Yield1.73%
ROE13.13%
IssuerCoronation Management Co
TurnoverN/A
ROA3.87%
Inception DateApr 02, 2012
Total Assets122.71B
Expenses1.18%
Min. InvestmentN/A
Market Cap170.29B
CategoryZAR/NAD Aggressive Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1152 1065 1183 1348 1775 2333
Fund Return 15.21% 6.49% 18.29% 10.48% 12.16% 8.84%
Place in category 116 34 84 144 62 39
% in Category 19 5 14 26 13 19

Top Equity Funds by Coronation Management Co

  Name Rating Total Assets YTD% 3Y% 10Y%
  Coronation Balanced Plus Fund D 122.71B 15.03 10.29 8.66
  Coronation Balanced Plus Fund A 122.71B 14.72 9.97 8.35
  Coronation Balanced Defensive Fund 31.99B 11.49 10.13 8.15
  Coronation Balanced Defensive A 31.99B 11.03 9.63 7.66
  Coronation Balanced Defensive FundD 31.99B 11.32 9.94 7.96

Top Funds for ZAR/NAD Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Balanced Fund C 199.65B 10.43 11.68 8.87
  Allan Gray Balanced Fund X 199.65B 11.30 12.78 -
  Allan Gray Balanced Fund A 199.65B 10.26 11.50 8.69
  Coronation Balanced Plus Fund A 122.71B 14.72 9.97 8.35
  Coronation Balanced Plus Fund D 122.71B 15.03 10.29 8.66

Top Holdings

Name ISIN Weight % Last Change %
CORONATION MULTI-MANAGER GLOBAL EQUITY FUND CLASS Z- FWD - 13.70 - -
CORONATION GLOBAL HOUSEVIEW BOND FUND CLASS Z - 7.93 - -
CORONATION GLOBAL EMERGING MARKETS FUND CLASS Z - FWD - 5.12 - -
  Naspers ZAE000325783 4.60 415,085 -2.27%
South Africa (Republic of) 9% ZAG000125980 3.34 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Strong Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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