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Coronation Financial Fund | South African–Equity–Financial
88.6155    +1.7236    (+1.984%)
NAV price (ZAR) Thu 14 May 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 279 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
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 Jul 1998
Fund Size (ZAR) 469 755 525
Latest Price 88.62
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/03) 1.47%
Minimum InvestmentR5 000
TTM Distribution Yield 3.42%
Fund Objective
Invests in a broad range of financial shares, including banks, insurance and investment companies.
Asset Classes and Holdings
Asset Classes
 SA Equities97.61%  
 Foreign Equities1.74%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash0.60%  
 Foreign Cash0.05%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
FIRSTRAND 1 075 102 95.3920.26%
STANBANK 284 883 86.7318.42%
CAPITEC 17 532 72.2715.35%
ABSA 168 594 40.668.64%
SANLAM 423 317 37.678.00%
DISCOVERY 135 325 33.757.17%
REINET 31 585 17.473.71%
OUTSURE 245 821 17.113.63%
PSG FIN 545 958 14.463.07%
QUILTER 319 561 12.612.68%
Totals  428.1390.94%
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14 May88.62+1.72+1.98% 
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