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Coronation Active Income Plus Fund | South African–Multi Asset–Income
Reg Compliant
1.0759    +0.0009    (+0.084%)
NAV price (ZAR) Fri 3 Oct 2025 (change prev day)
 
Snapshot
Insufficient history to show 3 year performance<br>Fund started on 29 Nov 2023
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 (multi asset) category (needle right indicates a well-diversified fund)
Diversification
Insufficient history to calculate risk.<br>Fund started on 29 Nov 2023
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 Nov 2023
Fund Size (ZAR) 2 679 132 833
Latest Price 1.08
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 0.88%
Minimum InvestmentR5 000
TTM Distribution Yield 6.88%
Fund Objective
1.1.The investment objective of the Coronation Active Income Plus Fund is to provide investors with a higher total return than traditional short duration income funds over the medium term. The portfolio will have a strong bias towards interest-bearing securities and will invest in a spread of high yielding securities including but not limited to corporate bonds and securities, government bonds, parastatal securities, money market instruments, listed property and securitised instruments. The manager may also include listed and unlisted financial instruments. The portfolio may be fully invested in any of these types of securities or in any combination thereof, subject only to standard collective investment scheme statutory investment limitations and limitations applicable to retirement schemes....Read more
Asset Classes and Holdings
Asset Classes
 SA Equities0.11%  
 Foreign Equities0.00%  
 SA Bonds65.75%  
 Foreign Bonds16.71%  
 SA Property2.12%  
 Foreign Property0.00%  
 SA Cash15.25%  
 Foreign Cash0.06%  
Top Holdings as at 30 Jun 2025
SecurityUnitsValue (Rm)% of Fund
BONDS 0 291.5918.25%
CASH 0 280.1917.53%
I2029 199 950 000 274.9717.21%
R213 178 290 000 168.2410.53%
FOREIGNUTBO 0 144.319.03%
R186 126 700 000 131.858.25%
R2032 88 369 999 86.225.40%
R2030 60 540 000 61.543.85%
MONEYMARK 0 57.793.62%
PROPERTYLESS1 0 33.892.12%
Totals  1 530.5995.78%
Recently viewed
3 Oct1.08+0.00+0.08% 
3 Oct255.25+1.50+0.59% 
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