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Coronation Balanced Defensive Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
2.5700    +0.0074    (+0.289%)
NAV price (ZAR) Fri 27 Jun 2025 (change prev day)


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* 5.52% 1055.20 1005.41
6 Mnths* 7.17% 1071.70 1021.99
1 Year 16.04% 1160.40 1027.25
3 Years 13.34% 1456.00 1046.20
5 Years 10.78% 1668.30
10 Years 8.02% 2162.30 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 5.85% 311.85 301.53
6 Mnths* 8.26% 629.59 562.87
1 Year 14.99% 1302.02 1087.05
3 Years 12.84% 4410.28 3283.09
5 Years 10.94% 8012.17 5681.83
10 Years 8.86% 19335.91 12350.21
* 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
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised

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