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Coronation Balanced Defensive Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
2.4082    -0.0011    (-0.046%)
NAV price (ZAR) Wed 8 Jan 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* 3.46% 1034.60 997.36
6 Mnths* 7.43% 1074.30 1004.21
1 Year 12.72% 1127.20 1028.94
3 Years 9.19% 1301.60 1053.70
5 Years 9.06% 1542.80
10 Years 7.71% 2101.80 1051.80
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 1.75% 303.51 299.38
6 Mnths* 5.05% 617.92 599.44
1 Year 11.21% 1275.41 1208.48
3 Years 10.92% 4275.68 3826.25
5 Years 9.84% 7774.52 6771.45
10 Years 8.11% 18528.57 15123.30
* 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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