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Coronation Balanced Defensive Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
2.6982    +0.0094    (+0.350%)
NAV price (ZAR) Tue 28 Oct 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* 4.57% 1045.70 1009.76
6 Mnths* 10.58% 1105.80 1018.20
1 Year 17.70% 1177.00 1034.10
3 Years 14.40% 1497.20 1043.68
5 Years 11.64% 1734.30
10 Years 8.39% 2238.20 1050.66
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 5.21% 310.54 301.07
6 Mnths* 9.88% 635.55 605.64
1 Year 17.33% 1318.82 1148.93
3 Years 14.02% 4495.59 3344.49
5 Years 11.95% 8236.43 5740.15
10 Years 9.49% 20058.25 12421.52
* 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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