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Nedgroup Investments Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
16.7238    -0.0740    (-0.441%)
NAV price (ZAR) Wed 2 Jul 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* 8.23% 1082.30 1004.53
6 Mnths* 15.45% 1154.50 1021.09
1 Year 20.90% 1209.00 1027.22
3 Years 12.36% 1418.60 1045.89
5 Years 12.73% 1820.60
10 Years 1050.38
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 2.59% 305.22 300.47
6 Mnths* 10.52% 637.92 575.16
1 Year 19.35% 1333.54 1098.36
3 Years 13.45% 4454.09 3284.83
5 Years 11.61% 8159.31 5672.74
10 Years 12317.86
* 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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