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Nedgroup Investments Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
18.5278    -0.1318    (-0.706%)
NAV price (ZAR) Thu 26 Mar 2026 (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* -2.01% 979.90 1007.73
6 Mnths* 3.73% 1037.30 1008.70
1 Year 20.38% 1203.80 1028.60
3 Years 14.30% 1493.10 1040.22
5 Years 10.99% 1684.20
10 Years 1048.53
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -6.43% 287.33 301.93
6 Mnths* -2.20% 592.33 604.25
1 Year 10.79% 1272.51 1216.56
3 Years 15.36% 4595.20 3396.45
5 Years 12.63% 8393.31 5770.29
10 Years 12410.49
* 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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