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Nedgroup Investments Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
17.8798    +0.0633    (+0.355%)
NAV price (ZAR) Tue 16 Sep 2025 (change prev day)


NIBA2 A2-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* 6.91% 1069.10 1011.74
6 Mnths* 16.77% 1167.70 1019.72
1 Year 26.47% 1264.70 1033.99
3 Years 12.80% 1435.20 1043.34
5 Years 13.90% 1917.30
10 Years 1050.42
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 7.07% 314.36 301.96
6 Mnths* 13.82% 650.25 607.02
1 Year 25.88% 1382.28 1136.04
3 Years 16.40% 4674.11 3336.36
5 Years 13.29% 8550.16 5737.54
10 Years 12430.60
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Nedgroup Investments Balanced Fund - A2 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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