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Aeon Balanced Prescient Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
2.2503    +0.0155    (+0.694%)
NAV price (ZAR) Tue 16 Sep 2025 (change prev day)


ABPA1 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* 6.76% 1067.60 1012.72
6 Mnths* 15.55% 1155.50 1020.71
1 Year 17.11% 1171.10 1034.99
3 Years 15.51% 1541.40 1043.68
5 Years 13.09% 1849.50
10 Years 9.64% 2510.50 1050.52
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 6.03% 312.23 302.25
6 Mnths* 13.28% 648.25 607.61
1 Year 19.24% 1332.73 1137.14
3 Years 15.49% 4604.74 3339.60
5 Years 13.16% 8517.07 5743.11
10 Years 10.70% 21520.51 12442.67
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Aeon 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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