Marriott Fund Research Tool

Not logged in

Home

Create
Portfolio

Compare
Funds

Rank
Funds

Quick Fund Search Results x

Matching funds will be listed here after typing two or more characters.

Domestic Funds

Offshore Funds

Funds

Mancos

Sectors

Benchmarks

Loading index data...

E-mail

NAM Coronation Balanced Defensive Fund | Regional-Namibian-Unclassified

Reg

Compliant

64.4375 -0.2456 (-0.380%)
NAV price (ZAR) Fri 20 Mar 2026 (change prev day)

Performance

Income and Performance

Risk Profile

NCBDA 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*	-1.85%	981.50	1007.73
6 Mnths*	-0.06%	999.40	1008.70
1 Year	10.54%	1105.40	1028.60
3 Years	10.90%	1364.10	1040.22
5 Years	9.25%	1556.30	1051.49
10 Years	7.79%	2117.20	1048.53

R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-1.85%	981.50	1007.73
6 Mnths*	-0.06%	999.40	1008.70
1 Year	10.54%	1105.40	1028.60
3 Years	10.90%	1364.10	1040.22
5 Years	9.25%	1556.30
10 Years	7.79%	2117.20	1048.53

R100 per Month (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-4.70%	290.69	301.93
6 Mnths*	-3.75%	587.00	604.25
1 Year	3.06%	1220.10	1216.56
3 Years	9.50%	4179.20	3396.45
5 Years	9.61%	7725.64	5770.29
10 Years	8.51%	18956.27	12410.49

R100 per Month (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-4.70%	290.69	301.93
6 Mnths*	-3.75%	587.00	604.25
1 Year	3.06%	1220.10	1216.56
3 Years	9.50%	4179.20	3396.45
5 Years	9.61%	7725.64	5770.29
10 Years	8.51%	18956.27	12410.49

* Periods shorter than 12 months are not annualised.

Discrete Rolling Performance

NAM Coronation Balanced Defensive Fund - A Class Sector

Quartile Ranking Data

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

Your Email Address
Recipient's Email Address
Message for Recipient	Attached is a PDF from Marriott.