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Coronation Equity Fund | South African–Equity–General
342.1129    -0.9799    (-0.286%)
NAV price (ZAR) Tue 5 May 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 154 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
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 1 Oct 2004
Fund Size (ZAR) 13 825 676 366
Latest Price 342.11
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/03) 1.44%
Minimum InvestmentR5 000
TTM Distribution Yield 0.54%
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
Asset Classes
 SA Equities54.65%  
 Foreign Equities44.79%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.12%  
 Foreign Property0.00%  
 SA Cash0.43%  
 Foreign Cash0.00%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
FOREIGNEQ 0 2 032.1415.60%
INDUSTLESS1 0 1 103.858.47%
STANBANK 2 032 310 618.744.75%
NASPERS-N 653 092 562.944.32%
NORTHAM 1 531 054 520.744.00%
CAPITEC 112 017 461.773.54%
PROSUS 470 687 361.792.78%
AUTO1GROUP 1 120 500 331.492.54%
RESLESSTHAN1 0 316.122.43%
GLENCORE 2 380 297 304.652.34%
Totals  6 614.2350.76%
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5 May342.11-0.98-0.29% 
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