Wealthstack
40

John Smith

Unit Trust Portfolio

Discretionary Account · Coronation

This account hasn't synced recently and its values may be out of date. Last updated Jul 22, 2026.

Contributions
$793,366
Market value
$865,026
+9.03% all time
Return ($)
+$71,660
Return (%)
+9.0%

Balance over time

Holdings

Investment name# UnitsUnit priceValue%
Allan Gray Money Market A266,878.51.000$266,87930.85%
Allan Gray Balanced A1,817.2107.767$195,83222.64%
Coronation Balanced Plus Fund P1,735.95105.878$183,79721.25%
Coronation Balanced Defensive B458,118.551.884$109,51312.66%
Allan Gray Stable A2,963.3536.784$109,00512.60%
Total$865,026100%

Monthly growth

Growth LossApr 2025 – Mar 2026

Key facts

Account type
Discretionary Account
Custodian
Coronation Fund Managers
Monthly contribution
$5,000
Account number
CR-556210

About this account

Coronation
XYZAAA
Owners
John Smith, Jane Smith
Roles
Owner
Data source
Linked via integration
Updated Jul 22, 2026