Not logged in Login 
 Home 
 Managers 
 Funds 
 Charting 
 Ebook 
 Admin   Login  
  Alert me on this fund
  Add fund to active Watchlist
     
Coronation Property Equity Fund | South African–Real Estate–General
44.2030    +0.2832    (+0.645%)
NAV price (ZAR) Fri 3 Oct 2025 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 51 Rand-denominated South African--Real Estate--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 (real estate) 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--Real Estate--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 1 Apr 2015
Fund Size (ZAR) 995 821 283
Latest Price 44.20
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 1.17%
Minimum InvestmentR5 000
TTM Distribution Yield 5.05%
Fund Objective
Invests in quality listed property assets with the aim to produce high income yields and long-term capital growth.
Asset Classes and Holdings
Asset Classes
 SA Equities0.00%  
 Foreign Equities0.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property97.40%  
 Foreign Property0.00%  
 SA Cash2.60%  
 Foreign Cash0.00%  
Top Holdings as at 30 Jun 2025
SecurityUnitsValue (Rm)% of Fund
NEPIROCK 1 170 089 157.9016.57%
GROWPNT 9 229 397 123.5812.97%
REDEFINE 20 131 181 92.209.67%
FORTRESSB 4 414 626 88.659.30%
RESILIENT 1 076 803 64.936.81%
ATTACQ 4 067 628 57.196.00%
VUKILE 2 816 602 55.295.80%
HYPROP 1 035 396 44.274.65%
EQUITES 2 789 514 42.184.43%
FTBPROPB 7 913 435 41.314.33%
Totals  767.5080.53%
Recently viewed
3 Oct44.20+0.28+0.64% 
Watchlists
Portfolios