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Coronation Financial Fund | South African–Equity–Financial
93.8073    -1.8311    (-1.915%)
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 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) 513 260 808
Latest Price 93.81
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 1.47%
Minimum InvestmentR5 000
TTM Distribution Yield 2.73%
Fund Objective
Invests in a broad range of financial shares, including banks, insurance and investment companies.
Asset Classes and Holdings
Asset Classes
 SA Equities98.00%  
 Foreign Equities1.78%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash0.20%  
 Foreign Cash0.02%  
Top Holdings as at 31 Dec 2025
SecurityUnitsValue (Rm)% of Fund
FIRSTRAND 1 065 139 96.6621.48%
STANBANK 287 477 83.4818.56%
CAPITEC 17 714 73.6216.36%
SANLAM 347 065 34.187.60%
DISCOVERY 138 446 31.517.00%
ABSA 127 008 30.406.76%
REINET 29 906 17.353.86%
OUTSURE 227 894 16.333.63%
PSG FIN 558 555 15.223.38%
QUILTER 326 933 13.262.95%
Totals  412.0191.57%
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2 Mar93.81-1.83-1.91% 
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