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Coronation Smaller Companies Fund | South African–Equity–Mid and Small Cap
143.3543    -0.1082    (-0.075%)
NAV price (ZAR) Tue 25 Aug 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 276 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 Apr 1997
Fund Size (ZAR) 480 369 296
Latest Price 143.35
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 1.18%
Minimum InvestmentR5 000
TTM Distribution Yield 1.57%
Fund Objective
Invests in small and mid capitalisation companies, developing industries and recovery shares.
Asset Classes and Holdings
Asset Classes
 SA Equities99.52%  
 Foreign Equities0.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash0.48%  
 Foreign Cash0.00%  
Top Holdings as at 30 Jun 2026
SecurityUnitsValue (Rm)% of Fund
ADVTECH 1 035 256 48.979.82%
BIDCORP 65 055 29.055.83%
RAUBEX 570 791 29.045.83%
ASPEN 165 918 26.035.22%
HUDACO 117 017 22.294.47%
DERIVATIV 0 21.744.36%
BRAIT 9 248 808 19.053.82%
QUILTER 438 290 18.433.70%
PSG FIN 523 944 16.643.34%
OCEANA 221 287 14.993.01%
Totals  246.2249.39%
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25 Aug143.35-0.11-0.08% 
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