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Aeon Balanced Prescient Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
2.1306    +0.0151    (+0.714%)
NAV price (ZAR) Mon 30 Jun 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* 9.13% 1082.00 1005.41
6 Mnths* 7.47% 1075.00 1021.99
1 Year 12.99% 1129.90 1027.25
3 Years 14.66% 1507.30 1046.20
5 Years 12.14% 1773.80
10 Years 9.25% 2421.60 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 8.89% 318.13 301.53
6 Mnths* 10.41% 637.50 562.87
1 Year 14.97% 1301.88 1087.05
3 Years 14.23% 4510.71 3283.09
5 Years 12.18% 8290.70 5681.83
10 Years 10.12% 20799.32 12350.21
* 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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