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Coronation Equity Fund | South African–Equity–General
334.6550    -4.3469    (-1.282%)
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 29 Oct 2021
Fund Size (ZAR) 13 289 528 245
Latest Price 334.66
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 1.63%
Minimum InvestmentR5 000
TTM Distribution Yield 0.42%
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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