Morningstar

Coronation Balanced Plus Fund Q2 CBPQ2

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day Return ZAR 185.19  /  +0.46 %
  • Fund Size ZAR 140.9B
  • Adjusted Expense Ratio —
  • Net Expense Ratio 1.040%
  • Fee Level: Distribution Below Average
  • Share Class Type —
  • Morningstar Category ZAR Aggressive Allocation
  • Equity Style Box (Funds) Large Growth
  • Fixed-Income Style Box (Funds) —
  • Investment Status —
  • TTM Yield 1.93%
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis CBPQ2

Will CBPQ2 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 CBPQ2’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CBPQ2 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 CBPQ2’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 Q2 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 CBPQ2

More CBPQ2 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

12.30 17B
—

Coronation Global Emerging Mkts A1 USD

8.28 12B
—

South Africa (Republic of) 1.875%

3.15 4B
Government

Prosus NV Ordinary Shares - Class N

3.11 4B
Consumer Cyclical

South Africa (Republic of) 8.5%

3.06 4B
Government

South Africa (Republic of) 8.875%

3.02 4B
Government

South Africa (Republic of) 9%

2.67 4B
Government

Standard Bank Group Ltd

2.45 3B
Financial Services

CORONATION GLOBAL HOUSEVIEW BOND FUND CLASS Z

2.33 3B
—

Fortress Real Estate Investments Ltd Ordinary Shares - Class B

2.17 3B
Real Estate

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