Morningstar

Coronation Balanced Plus Fund A CORB

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day ReturnZAR 187.18  /  +2.58%
  • Fund SizeZAR 142.0B
  • Adjusted Expense Ratio—
  • Net Expense Ratio1.610%
  • Fee Level: DistributionAbove Average
  • Share Class Type—
  • Morningstar CategoryZAR Aggressive Allocation
  • Equity Style Box (Funds)Large Growth
  • Fixed-Income Style Box (Funds)—
  • Investment StatusOpen
  • TTM Yield1.40%
  • Turnover Ratio—
NAV and 1-Day Return as of

Morningstar’s Analysis CORB

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

  • People Pillar

    The People Pillar is our evaluation of the CORB 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 CORB’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 A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CORB

More CORB Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings42.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Coronation Multi-Manager Global Eq A USD

12.3017B
—

Coronation Global Emerging Mkts A1 USD

8.2812B
—

South Africa (Republic of) 1.875%

3.154B
Government

Prosus NV Ordinary Shares - Class N

3.114B
Consumer Cyclical

South Africa (Republic of) 8.5%

3.064B
Government

South Africa (Republic of) 8.875%

3.024B
Government

South Africa (Republic of) 9%

2.674B
Government

Standard Bank Group Ltd

2.453B
Financial Services

CORONATION GLOBAL HOUSEVIEW BOND FUND CLASS Z

2.333B
—

Fortress Real Estate Investments Ltd Ordinary Shares - Class B

2.173B
Real Estate

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