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Coronation Balanced Defensive Fund | South African-Multi Asset-Low Equity

Reg

Compliant

2.6194 -0.0027 (-0.103%)
NAV price (ZAR) Mon 16 Mar 2026 (change prev day)

Performance

Income and Performance

Risk Profile

COBA A-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*	-1.88%	981.20	1013.91
6 Mnths*	0.40%	1004.00	1014.89
1 Year	11.16%	1111.60	1034.91
3 Years	11.46%	1384.80	1042.34
5 Years	9.13%	1547.70	1052.78
10 Years	7.83%	2124.50	1049.17

R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-1.88%	981.20	1013.91
6 Mnths*	0.40%	1004.00	1014.89
1 Year	11.16%	1111.60	1034.91
3 Years	11.46%	1384.80	1042.34
5 Years	9.13%	1547.70
10 Years	7.83%	2124.50	1049.17

R100 per Month (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-3.15%	293.75	303.78
6 Mnths*	-2.76%	590.40	607.96
1 Year	3.75%	1224.63	1224.02
3 Years	9.77%	4197.22	3417.27
5 Years	9.75%	7754.41	5805.66
10 Years	8.62%	19078.51	12486.57

R100 per Month (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-3.15%	293.75	303.78
6 Mnths*	-2.76%	590.40	607.96
1 Year	3.75%	1224.63	1224.02
3 Years	9.77%	4197.22	3417.27
5 Years	9.75%	7754.41	5805.66
10 Years	8.62%	19078.51	12486.57

* Periods shorter than 12 months are not annualised.

Discrete Rolling Performance

Coronation Balanced Defensive Fund - A Class Sector

Quartile Ranking Data

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

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