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Coronation Equity Fund | South African–Equity–General
345.2234    +2.6788    (+0.782%)
NAV price (ZAR) Thu 20 Aug 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 153 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) 14 091 829 109
Latest Price 345.22
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 1.63%
Minimum InvestmentR5 000
TTM Distribution Yield 0.40%
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 Equities54.98%  
 Foreign Equities44.46%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.12%  
 Foreign Property0.00%  
 SA Cash0.39%  
 Foreign Cash0.05%  
Top Holdings as at 30 Jun 2026
SecurityUnitsValue (Rm)% of Fund
FOREIGNEQ 0 1 965.1014.21%
INDUSTLESS1 0 831.506.01%
STANBANK 2 035 560 657.634.75%
NASPERS-N 732 372 601.004.34%
CAPITEC 109 137 518.413.75%
PROSUS 664 651 469.953.40%
DERIVATIV 0 399.352.89%
MTN GROUP 1 448 802 330.122.39%
AUTO1GROUP 747 097 320.592.32%
QUILTER 7 204 702 302.892.19%
Totals  6 396.5546.24%
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20 Aug345.22+2.68+0.78% 
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