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PPS Balanced Passive Fund  |  South African-Multi Asset-High Equity
1.8040    +0.0103    (+0.574%)
NAV price (ZAR) Fri 12 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* 1.80% 1018.00 1019.27
6 Mnths* 4.25% 1042.50 1027.15
1 Year 17.69% 1176.90 1040.22
3 Years 15.57% 1543.50 1040.51
5 Years 12.43% 1796.20
10 Years 9.11% 2391.20 1048.62
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 1.61% 303.23 303.61
6 Mnths* 0.91% 603.18 611.36
1 Year 9.80% 1265.62 1229.97
3 Years 15.36% 4595.03 3478.57
5 Years 13.48% 8594.30 5871.34
10 Years 10.91% 21783.53 12588.17
* 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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