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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
Novare Balanced Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
14.4284    -0.0467    (-0.323%)
NAV price (ZAR) Mon 16 Mar 2026 (change prev day)


NBALA1 A1-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* 0.48% 1004.80 1013.91
6 Mnths* 4.63% 1046.30 1014.89
1 Year 14.92% 1149.20 1034.91
3 Years 11.56% 1388.30 1042.34
5 Years 10.30% 1632.40
10 Years 1049.17
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -2.78% 294.48 303.78
6 Mnths* 0.56% 601.97 607.96
1 Year 8.33% 1255.55 1224.02
3 Years 11.14% 4291.10 3417.27
5 Years 10.57% 7930.74 5805.66
10 Years 12486.57
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Novare Balanced Fund - A1 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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