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Coronation Equity Fund | South African–Equity–General
335.5061    -4.3509    (-1.280%)
NAV price (ZAR) Wed 11 Mar 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 155 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) 13 289 528 245
Latest Price 335.51
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 1.46%
Minimum InvestmentR5 000
TTM Distribution Yield 0.28%
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 Equities56.37%  
 Foreign Equities43.02%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.12%  
 Foreign Property0.00%  
 SA Cash0.45%  
 Foreign Cash0.04%  
Top Holdings as at 31 Dec 2025
SecurityUnitsValue (Rm)% of Fund
FOREIGNEQ 0 3 474.5724.79%
EQUITY 0 775.025.53%
NASPERS-N 674 751 745.275.32%
INDUSTLESS1 0 629.194.49%
CAPITEC 121 429 504.633.60%
STANBANK 1 720 107 499.523.56%
NORTHAM 1 292 410 435.683.11%
PROSUS 358 379 366.812.62%
RICHEMONT 84 843 307.732.20%
AUTO1GROUP 549 696 291.782.08%
Totals  8 030.2157.30%
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11 Mar335.51-4.35-1.28% 
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