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Coronation Balanced Plus Fund | South African-Multi Asset-High Equity

Reg

Compliant

184.5379 +0.8051 (+0.438%)
NAV price (ZAR) Thu 12 Mar 2026 (change prev day)

Performance

Income and Performance

Risk Profile

CORB A-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*	-2.93%	970.70	1013.91
6 Mnths*	-0.06%	999.40	1014.89
1 Year	14.26%	1142.60	1034.91
3 Years	12.83%	1436.20	1042.34
5 Years	10.49%	1646.60	1052.78
10 Years	9.01%	2369.50	1049.17

R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-2.93%	970.70	1013.91
6 Mnths*	-0.06%	999.40	1014.89
1 Year	14.26%	1142.60	1034.91
3 Years	12.83%	1436.20	1042.34
5 Years	10.49%	1646.60
10 Years	9.01%	2369.50	1049.17

R100 per Month (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-4.73%	290.64	303.78
6 Mnths*	-4.70%	583.77	607.96
1 Year	3.82%	1225.15	1224.02
3 Years	11.90%	4343.66	3417.27
5 Years	11.28%	8086.03	5805.66
10 Years	10.13%	20808.46	12486.57

R100 per Month (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-4.73%	290.64	303.78
6 Mnths*	-4.70%	583.77	607.96
1 Year	3.82%	1225.15	1224.02
3 Years	11.90%	4343.66	3417.27
5 Years	11.28%	8086.03	5805.66
10 Years	10.13%	20808.46	12486.57

* Periods shorter than 12 months are not annualised.

Discrete Rolling Performance

Coronation Balanced Plus Fund - A Class Sector

Quartile Ranking Data

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

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