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Manager's Fact Sheet
Fund Profile
Manager's Commentary
Coronation Jibar Plus Fund | South African–Interest Bearing–Short Term
11.0948    +0.0015    (+0.014%)
NAV price (ZAR) Fri 3 Dec 2021 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 93 Rand-denominated South African--Interest Bearing--Short Term 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 (interest bearing) 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--Interest Bearing--Short Term sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund 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 3 Apr 2000
Fund Size (ZAR) 3 010 434 637
Latest Price 11.09
PlexCrowns
Total Expense Ratio (30/09) 0.52%
Minimum InvestmentR5 000
TTM Distribution Yield 3.40%
Fund Objective
Aims to provide a high level of current income with moderate levels of capital growth. Stability of capital invested is of prime focus.
Asset Classes and Holdings
 SA Equities0.00%  
 Foreign Equities0.00%  
 SA Bonds23.10%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash76.90%  
 Foreign Cash0.00%  
Top Holdings as at 30 Sep 2021
SecurityUnitsValue (Rm)% of Fund
MM-11MONTH 0 402.0713.38%
CASH 0 313.3710.43%
MM-14MONTH 0 242.118.06%
FRJ22 237 200 000 239.017.95%
BONDS 0 214.657.14%
MM-35MONTH 0 201.426.70%
MM-23MONTH 0 201.316.70%
MM-15MONTH 0 200.306.66%
MONEYMARK 0 185.006.15%
MM-04MONTH 0 131.194.36%
Totals  2 330.4577.54%
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