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Coronation Property Equity Fund | South African–Real Estate–General
53.2009    -0.4343    (-0.810%)
NAV price (ZAR) Mon 2 Mar 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 52 Rand-denominated South African--Real Estate--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 (real estate) 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--Real Estate--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 20 Nov 2000
Fund Size (ZAR) 1 234 509 084
Latest Price 53.20
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 1.45%
Minimum InvestmentR5 000
TTM Distribution Yield 3.97%
Fund Objective
Invests in quality listed property assets with the aim to produce high income yields and long-term capital growth.
Asset Classes and Holdings
Asset Classes
 SA Equities0.00%  
 Foreign Equities0.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property97.02%  
 Foreign Property0.00%  
 SA Cash2.98%  
 Foreign Cash0.00%  
Top Holdings as at 31 Dec 2025
SecurityUnitsValue (Rm)% of Fund
NEPIROCK 1 154 970 168.4514.55%
GROWPNT 9 191 171 157.7213.62%
REDEFINE 18 341 819 110.059.51%
FORTRESSB 4 534 567 108.389.36%
VUKILE 3 937 868 98.458.50%
RESILIENT 1 065 184 85.217.36%
ATTACQ 3 860 125 62.925.44%
HYPROP 1 005 579 57.344.95%
FTBPROPB 6 772 709 48.634.20%
STOR-AGE 2 307 840 41.383.57%
Totals  938.5381.07%
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