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NAM Coronation Balanced Plus Fund  |  Regional-Namibian-Unclassified
Reg Compliant
2.7727    -0.0032    (-0.115%)
NAV price (ZAR) Wed 2 Jul 2025 (change prev day)


NCBPA 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* 7.86% 1078.60 1004.53
6 Mnths* 9.48% 1094.80 1021.09
1 Year 18.62% 1186.20 1027.22
3 Years 17.30% 1614.20 1045.89
5 Years 14.24% 1945.70
10 Years 8.74% 2310.90 1050.38
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.89% 309.88 300.47
6 Mnths* 8.88% 631.86 575.16
1 Year 15.98% 1309.14 1098.36
3 Years 15.49% 4604.74 3284.83
5 Years 13.14% 8513.90 5672.74
10 Years 10.39% 21127.06 12317.86
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     NAM Coronation Balanced Plus Fund - A 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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