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-170.39  /  -2.12%

8046.29

NAV on 2020/02/24
NAV on 2020/02/21 8216.68
52 week high on 2020/01/20 8317.7
52 week low on 2019/08/16 7603.9
Total Expense Ratio on 2019/12/31 1.26
Total Expense Ratio (performance fee) on 2019/12/31 0
NAV Incl Dividends
1 month change -0.88% -0.88%
3 month change 0.82% 0.82%
6 month change 5.56% 7.57%
1 year change 3.91% 7.83%
5 year change 0% 0%
10 year change 0% 0%
Price data is updated once a day.
  • Sectoral allocations
Basic Materials 308.96 7.25%
Consumer Goods 264.20 6.20%
Consumer Services 111.91 2.63%
Financials 637.27 14.96%
General Equity 409.65 9.61%
Gilts 751.19 17.63%
Health Care 119.66 2.81%
Liquid Assets 69.10 1.62%
Specialist Securities 83.50 1.96%
Technology 340.21 7.98%
Telecommunications 85.41 2.00%
Offshore 1079.81 25.34%
  • Top five holdings
 NASPERS-N 232.98 5.47%
 BATS 214.50 5.03%
 ANGLO 197.90 4.64%
 STANBANK 154.65 3.63%
EGERTONCAP 121.91 2.86%
  • Performance against peers
  • Fund data  
Management company:
Coronation Fund Managers Ltd.
Formation date:
2001/07/02
ISIN code:
ZAE000225918
Short name:
U-CORMARP
Risk:
Medium - High
Sector:
Worldwide--Multi Asset--Flexible
Benchmark:
Composite: 52.5% equity, 22.5% bonds, 5% cash, 20% international
Contact details

Email
clientservices@coronation.com

Website
http://www.coronation.com

Telephone
021-680-2000

  • Fund management  
Neville Chester
Neville has 14 years' investment experience and is a member of the executive committee. He spent four years as a research analyst within the financial services team at Old Mutual Asset Managers analysing banks and co-managing the financial fund. He joined Coronation in 2000 and in 2001 started managing segregated portfolios. Neville currently manages institutional portfolios within Coronation's aggressive equity portfolio range and the Coronation Market Plus fund. He also co-manages the Coronation Top 20 Fund.
Nicholas Stein


  • Fund manager's comment

2020/02/17 00:00:00
Market Plus aims to maximise long-term investment growth, at lower levels of risk than a fund that is only invested in shares.
  • Fund focus and objective  
Invests across various domestic and international asset classes, with a bias towards the equity market over the investment cycle.
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