Morningstar

Coronation Balanced Plus Fund Q1 CBPQ1

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day Return ZAR 184.65  /  +0.46 %
  • Fund Size ZAR 140.9B
  • Adjusted Expense Ratio —
  • Net Expense Ratio 0.980%
  • Fee Level: Distribution Low
  • Share Class Type —
  • Morningstar Category ZAR Aggressive Allocation
  • Equity Style Box (Funds) Large Growth
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.99%
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis CBPQ1

Will CBPQ1 outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CBPQ1’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CBPQ1 management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CBPQ1’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Coronation Balanced Plus Q1 holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CBPQ1

More CBPQ1 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Coronation Multi-Manager Global Eq A USD

11.69 17B
—

Coronation Global Emerging Mkts A1 USD

8.49 12B
—

Prosus NV Ordinary Shares - Class N

3.08 5B
Consumer Cyclical

South Africa (Republic of) 1.875%

3.00 4B
Government

South Africa (Republic of) 8.5%

2.94 4B
Government

South Africa (Republic of) 8.875%

2.91 4B
Government

CORONATION GLOBAL HOUSEVIEW BOND FUND CLASS Z

2.69 4B
—

Standard Bank Group Ltd

2.55 4B
Financial Services

South Africa (Republic of) 9%

2.35 3B
Government

Naspers Ltd Class N

2.06 3B
Consumer Cyclical

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