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PPS Balanced Passive Fund  |  South African-Multi Asset-High Equity
1.8532    -0.0016    (-0.087%)
NAV price (ZAR) Mon 22 Jun 2026 (change prev day)


PTBA2 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* 6.28% 1062.80 1025.89
6 Mnths* 6.56% 1065.60 1033.82
1 Year 21.77% 1217.70 1046.97
3 Years 16.67% 1588.30 1042.76
5 Years 13.43% 1878.00
10 Years 9.43% 2461.90 1049.30
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 5.68% 311.50 305.58
6 Mnths* 5.52% 619.63 615.33
1 Year 14.72% 1300.13 1237.95
3 Years 17.00% 4720.31 3501.14
5 Years 14.44% 8828.62 5909.43
10 Years 11.37% 22377.44 12669.83
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     PPS Balanced Passive 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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