In June 2025, the average prudential balanced portfolio returned 1.9% (May 2025: 2.5%). The top performer is the NAM Coronation Balanced Plus Fund, with a return of 2.8%, while the Investment Solutions Balanced Fund, with a return of 1.2%, takes the bottom spot. NAM Coronation Balanced Plus Fund took the top spot for the three months, outperforming the ‘average’ by roughly 2.8%. The Lebela Balanced Fund underperformed the ‘average’ by 2.5% on the other end of the scale. Note that these returns are before (gross of) asset management fees.
The Monthly Review of Portfolio Performance to 30 June 2025 reviews portfolio performances and provides insightful portfolio analyses.
The Benchmark Default Portfolio – A Vision for the Future
Benchmark’s portfolio restructuring is more than just a tactical response to changing market conditions—it’s a forward-looking strategy designed to ensure long-term sustainability and superior performance for its members. By increasing equity exposure, reducing costs, and implementing specialised management, the fund has positioned itself to better meet the needs of its members in the post-pandemic era.
Looking ahead, the Benchmark Retirement Fund has become a beacon for how pension funds should evolve in the 21st century. While the future of global investing may be uncertain, Benchmark has developed a portfolio structure that enables flexibility and growth, regardless of the market environment. For members, this means peace of mind, knowing that their retirement savings are in good hands, irrespective of what the future holds.
Ultimately, while conventional investment wisdom may be put to the test in the coming years, Benchmark’s approach is rooted in long-term resilience and adaptability, ensuring that its members remain well-positioned to navigate whatever the future may bring.
Read paragraph 6 of the Monthly Review of Portfolio Performance to 30 June 2025 for our views on investment markets and global political developments. It also reviews portfolio performances and provides insightful analyses.