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Coronation Smaller Companies Fund | South African–Equity–Mid and Small Cap
138.2037    +0.0567    (+0.041%)
NAV price (ZAR) Thu 4 Dec 2025 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 275 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) 499 851 981
Latest Price 138.20
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/09) 1.18%
Minimum InvestmentR5 000
TTM Distribution Yield 1.89%
Fund Objective
Invests in small and mid capitalisation companies, developing industries and recovery shares.
Asset Classes and Holdings
Asset Classes
 SA Equities98.78%  
 Foreign Equities0.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.16%  
 Foreign Property0.00%  
 SA Cash1.06%  
 Foreign Cash0.00%  
Top Holdings as at 30 Sep 2025
SecurityUnitsValue (Rm)% of Fund
ADVTECH 1 035 256 32.596.31%
BRAIT 13 566 830 28.905.60%
PROSUS 23 022 27.875.40%
BIDCORP 63 579 27.485.32%
NORTHAM 90 963 25.564.95%
RAUBEX 571 238 24.334.71%
QUILTER 597 530 22.884.43%
HUDACO 129 941 22.874.43%
DIS-CHEM 635 183 20.804.03%
MONDIPLC 86 726 20.433.96%
Totals  253.7249.15%
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4 Dec138.20+0.06+0.04% 
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