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Coronation Balanced Defensive Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
2.6305    +0.0075    (+0.286%)
NAV price (ZAR) Fri 12 Sep 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* 4.08% 1040.80 1012.72
6 Mnths* 9.48% 1094.80 1020.71
1 Year 16.79% 1167.90 1034.99
3 Years 12.76% 1433.70 1043.68
5 Years 10.94% 1680.60
10 Years 8.37% 2234.70 1050.52
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 2.85% 305.73 302.25
6 Mnths* 7.79% 627.86 607.61
1 Year 14.19% 1296.38 1137.14
3 Years 12.93% 4416.76 3339.60
5 Years 11.21% 8071.34 5743.11
10 Years 9.10% 19608.95 12442.67
* 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