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Coronation Balanced Defensive Fund D (0P0000JYZR)

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2.387 +0.004    +0.15%
22/11 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
Issuer:  Coronation Management Co
ISIN:  ZAE000093290 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 31.89B
Coronation Balanced Defensive Fund D 2.387 +0.004 +0.15%

Coronation Balanced Defensive Fund D Overview

 
Find basic information about the Coronation Balanced Defensive Fund D mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000JYZR MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ZAE000093290)
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Rating
1-Year Change9.35%
Prev. Close2.384
Risk Rating
TTM Yield3.77%
ROE12.77%
IssuerCoronation Management Co
TurnoverN/A
ROA4.51%
Inception DateApr 02, 2007
Total Assets31.89B
Expenses1.20%
Min. InvestmentN/A
Market Cap311.55B
CategoryZAR/NAD Cautious Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1084 1028 1170 1299 1524 2117
Fund Return 8.35% 2.76% 17.01% 9.12% 8.79% 7.79%
Place in category 390 286 183 137 113 66
% in Category 79 54 37 31 26 30

Top Equity Funds by Coronation Management Co

  Name Rating Total Assets YTD% 3Y% 10Y%
  Coronation Balanced Plus Fund P 121.18B 11.46 10.83 8.66
  Coronation Balanced Plus Fund A 121.18B 10.58 8.72 8.08
  Coronation Balanced Plus Fund D 121.18B 10.84 9.03 8.39
  Coronation Balanced Defensive Fund 31.89B 8.70 9.99 8.07
  Coronation Balanced Defensive A 31.89B 8.09 8.80 7.48

Top Funds for ZAR/NAD Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Stable Fund X 53.71B 7.42 11.84 -
  Allan Gray Stable Fund C 53.71B 7.91 9.95 8.35
  Allan Gray Stable Fund A 53.71B 7.97 9.32 8.34
  Coronation Balanced Defensive Fund 31.89B 8.70 9.99 8.07
  Coronation Balanced Defensive A 31.89B 8.09 8.80 7.48

Top Holdings

Name ISIN Weight % Last Change %
CORONATION MULTI-MANAGER GLOBAL EQUITY FUND CLASS Z- FWD - 14.68 - -
CORONATION GLOBAL BOND ABSOLUTE FUND CLASS Z - 10.21 - -
  South Africa 7 28-Feb-2031 ZAG000077470 3.99 88.570 0.00%
  Coronation Global Capital Plus Fund A IE00B3YPF405 3.97 18.172 +0.21%
CORONATION GLOBAL EMERGING MARKETS FUND CLASS Z - FWD - 3.77 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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