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Perspective Balanced Prescient Fund  |  South African-Multi Asset-High Equity
1.6671    -0.0046    (-0.275%)
NAV price (ZAR) Fri 5 Sep 2025 (change prev day)


PBPA1 A1-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* 4.32% 1043.20 1012.72
6 Mnths* 8.17% 1081.70 1020.71
1 Year 13.19% 1131.90 1034.99
3 Years 15.11% 1525.20 1043.68
5 Years 17.92% 2279.60
10 Years 1050.52
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 1.07% 302.15 302.25
6 Mnths* 5.76% 620.49 607.61
1 Year 9.96% 1266.78 1137.14
3 Years 13.47% 4455.43 3339.60
5 Years 13.48% 8593.91 5743.11
10 Years 12442.67
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Perspective Balanced Prescient Fund - A1 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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