Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolio 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Coronation Balanced Plus Fund  |  South African–Multi Asset–High Equity
Reg Compliant
166.3711    -0.1556    (-0.093%)
NAV price (ZAR) Tue 29 Apr 2025 (change prev day)


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* 1.66% 1016.60 1016.49
6 Mnths* 5.95% 1059.50 1015.62
1 Year 15.80% 1158.00 1027.00
3 Years 11.42% 1383.40 1053.12
5 Years 13.90% 1917.20
10 Years 7.81% 2121.00 1051.65
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 2.02% 304.06 273.45
6 Mnths* 4.78% 616.95 533.58
1 Year 12.74% 1286.10 1056.66
3 Years 12.77% 4405.31 3256.78
5 Years 11.54% 8144.16 5658.01
10 Years 9.44% 19995.01 12327.19
* 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
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised