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Coronation Balanced Plus Fund  |  South African-Multi Asset-High Equity
Reg Compliant
190.3447    +0.2308    (+0.121%)
NAV price (ZAR) Thu 23 Oct 2025 (change prev day)


Fund: Coronation Balanced Plus Fund
 
  • Income bar frequency: 1 quarter
  • Chart reflects TRI
  •  
          
          
     
     Initial Investment:  Period:   Invested From: Invested To: Performance:  
      R  
     
    TRI NAV  

    TRI Performance (%)
    Fund Name1 Year3 Years5 Years7 Years10 Yearsp.a.*cumulative*
    Coronation Balanced Plus Fund A 22.98 18.55 15.00 12.30 9.29 15.00 101.13
    South African--Multi Asset--High Equity 17.62 15.68 13.04 10.58 8.07 13.04 84.53
    *Custom Period
    *Note: All returns are annualised, except the 'cumulative' column which shows unannualised performance for the custom period.

    Income Produced (Rand)
    Fund Name1 Year3 Years5 Years7 Years10 YearsCustom
    Coronation Balanced Plus Fund A 1 515.45 6 164.40 13 871.65 20 274.53 27 411.24 13 871.65