Not logged in Login 
 Home 
 Managers 
 Funds 
 Charting 
 Ebook 
 Admin   Login  
  Alert me on this fund
  Add fund to active Watchlist
     
Coronation Property Equity Fund | South African–Real Estate–General
43.9854    +0.1618    (+0.369%)
NAV price (ZAR) Thu 2 Oct 2025 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 51 Rand-denominated South African--Real Estate--General funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (real estate) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the South African--Real Estate--General sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 20 Nov 2000
Fund Size (ZAR) 988 551 245
Latest Price 43.99
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 1.45%
Minimum InvestmentR5 000
TTM Distribution Yield 4.81%
Fund Objective
Invests in quality listed property assets with the aim to produce high income yields and long-term capital growth.
Asset Classes and Holdings
Asset Classes
 SA Equities0.00%  
 Foreign Equities0.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property97.40%  
 Foreign Property0.00%  
 SA Cash2.60%  
 Foreign Cash0.00%  
Top Holdings as at 30 Jun 2025
SecurityUnitsValue (Rm)% of Fund
NEPIROCK 1 170 089 157.9016.57%
GROWPNT 9 229 397 123.5812.97%
REDEFINE 20 131 181 92.209.67%
FORTRESSB 4 414 626 88.659.30%
RESILIENT 1 076 803 64.936.81%
ATTACQ 4 067 628 57.196.00%
VUKILE 2 816 602 55.295.80%
HYPROP 1 035 396 44.274.65%
EQUITES 2 789 514 42.184.43%
FTBPROPB 7 913 435 41.314.33%
Totals  767.5080.53%
Recently viewed
2 Oct43.99+0.16+0.37% 
2 Oct2.25+0.03+1.15% 
2 Oct1.73+0.01+0.81% 
2 Oct15.77+0.03+0.19% 
Watchlists
Portfolios