Breaking News
Get 40% Off 0
👀 👁 🧿 All eyes on Biogen, up +4,56% after posting earnings. Our AI picked it in March 2024.
Which stocks will surge next?
Unlock AI-picked Stocks
Close

Coronation Balanced Plus Fund P (0P0000X5C8)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
144.953 +0.180    +0.13%
26/04 - Closed. Currency in ZAR ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 111.22B
Type:  Fund
Market:  South Africa
Issuer:  Coronation Management Co
ISIN:  ZAE000165205 
Asset Class:  Equity
Coronation Balanced Plus Fund P 144.953 +0.180 +0.13%

0P0000X5C8 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Coronation Balanced Plus Fund P (0P0000X5C8) fund. Our Coronation Balanced Plus Fund P portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Shares 71.150 71.150 0.000
Bonds 14.080 14.080 0.000
Other 15.790 15.790 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.241 11.553
Price to Book 1.828 1.696
Price to Sales 1.074 1.207
Price to Cash Flow 7.363 7.152
Dividend Yield 2.920 4.322
5 Years Earnings Growth 16.365 11.042

Sector Allocation

Name  Net % Category Average
Consumer Cyclical 19.960 10.965
Financial Services 19.230 20.888
Communication Services 14.880 12.721
Consumer Defensive 10.600 10.420
Technology 7.820 8.116
Basic Materials 7.660 15.097
Industrials 6.930 6.110
Healthcare 6.310 7.155
Real Estate 5.130 7.952
Energy 1.340 2.813
Utilities 0.140 0.909

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 170

Number of short holdings: 14

Name ISIN Weight % Last Change %
Coronation Multi-Manager Global Eq Z USD IE00081GIY56 15.24 - -
CORONATION GLOBAL HOUSEVIEW BOND FUND CLASS Z - 10.83 - -
South Africa (Republic of) 1.875% ZAG000125998 5.10 - -
Coronation Global Emerging Markets A USD IE00B2RGGZ18 3.37 - -
  Naspers ZAE000325783 3.28 362,461 +1.38%
  Richemont CH0210483332 3.18 129.85 +1.64%
  FirstRand Ltd ZAE000066304 2.06 6,354 +3.65%
  Capitec Bank ZAE000035861 1.96 223,967 +3.58%
  Bid Corp ZAE000216537 1.72 42,562 +0.86%
Coronation Money Market Z ZAE000068516 1.64 - -

Top Equity Funds by Coronation Management Co

  Name Rating Total Assets YTD% 3Y% 10Y%
  Coronation Balanced Plus Fund A 111.22B 2.98 8.98 7.93
  Coronation Balanced Plus Fund D 111.22B 3.05 9.29 8.24
  Coronation Balanced Defensive FundD 30.63B 2.24 8.71 7.77
  Coronation Balanced Defensive Fund 30.63B 2.28 8.89 7.95
  Coronation Balanced Defensive A 30.63B 2.17 8.40 7.46
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000X5C8 Comments

Write your thoughts about Coronation Balanced Plus Fund P
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email