Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
NAM Coronation Balanced Defensive Fund  |  Regional-Namibian-Unclassified
Reg Compliant
66.0384    +0.1318    (+0.200%)
NAV price (ZAR) Fri 19 Dec 2025 (change prev day)


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* 1.83% 1018.30 1000.97
6 Mnths* 6.78% 1067.80 1012.72
1 Year 15.27% 1152.70 1034.99
3 Years 13.13% 1447.80 1041.08
5 Years 10.70% 1662.10
10 Years 8.34% 2228.80 1050.38
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 0.96% 301.92 300.00
6 Mnths* 4.45% 615.76 602.25
1 Year 12.68% 1285.70 1172.28
3 Years 12.45% 4382.37 3354.33
5 Years 11.17% 8061.84 5734.41
10 Years 9.16% 19681.22 12378.64
* 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
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised