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Aeon Balanced Prescient Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
2.0683    -0.0046    (-0.222%)
NAV price (ZAR) Wed 8 Jan 2025 (change prev day)


ABPA1 A1-Class Performance Charts
3 months performance chart
6 months performance chart
1 year performance chart
3 years performance chart
     Fund        Benchmark
Performance Overview
R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.08% 1030.80 997.36
6 Mnths* 3.95% 1039.50 1004.21
1 Year 17.46% 1174.60 1028.94
3 Years 9.98% 1330.10 1053.70
5 Years 11.22% 1701.50
10 Years 9.07% 2382.40 1051.80
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 2.15% 304.32 299.38
6 Mnths* 3.86% 613.66 599.44
1 Year 11.58% 1277.98 1208.48
3 Years 12.47% 4384.25 3826.25
5 Years 11.39% 8111.34 6771.45
10 Years 9.47% 20028.56 15123.30
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Aeon Balanced Prescient Fund - A1 Class       Sector
Quartile Ranking Data
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised

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