In February 2021 the average prudential balanced portfolio returned 2.6% (January 2021: 2.3%). Top performer is Nam Coronation Balanced Plus Fund with 4.3%, while Stanlib Managed Fund with 1.5% takes the bottom spot. For the 3-month period, NAM Coronation Balanced Plus Fund takes the top spot, outperforming the ‘average’ by roughly 3.5%. On the other end of the scale Stanlib Managed Fund underperformed the ‘average’ by 1.9%. Note that these returns are before (gross of) asset management fees.

The Monthly Review of Portfolio Performance to 28 February 2021 provides a full review of portfolio performances and other interesting analyses.