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Aeon Balanced Prescient Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
2.3026    +0.0149    (+0.651%)
NAV price (ZAR) Tue 28 Oct 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* 5.88% 1058.80 1009.76
6 Mnths* 14.35% 1143.50 1018.20
1 Year 18.70% 1187.00 1034.10
3 Years 16.30% 1572.90 1043.68
5 Years 13.72% 1902.10
10 Years 9.45% 2465.90 1050.66
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 5.76% 311.68 301.07
6 Mnths* 12.14% 643.94 605.64
1 Year 20.12% 1339.19 1148.93
3 Years 15.73% 4622.65 3344.49
5 Years 13.38% 8570.55 5740.15
10 Years 10.86% 21725.36 12421.52
* 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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