Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
NAM Coronation Balanced Plus Fund  |  Regional-Namibian-Unclassified
Reg Compliant
2.9443    -0.0022    (-0.075%)
NAV price (ZAR) Thu 30 Oct 2025 (change prev day)


NCBPA 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* 5.71% 1057.10 1000.00
6 Mnths* 15.66% 1156.60 1014.71
1 Year 21.30% 1213.00 1034.99
3 Years 18.89% 1680.30 1042.38
5 Years 15.83% 2085.30
10 Years 9.17% 2405.30 1050.66
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 6.88% 313.97 301.07
6 Mnths* 13.37% 648.57 605.64
1 Year 22.18% 1354.43 1148.93
3 Years 17.67% 4772.31 3344.49
5 Years 14.72% 8897.34 5740.15
10 Years 11.36% 22372.28 12421.52
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     NAM Coronation Balanced Plus 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