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H4 Worldwide Equity Fund  |  Worldwide-Equity-General
30.9599    +0.0622    (+0.201%)
NAV price (ZAR) Tue 28 Oct 2025 (change prev day)


Fund: H4 Worldwide Equity Fund
 
  • Income bar frequency: 1 quarter
  • Chart reflects TRI
  •  
          
          
     
     Initial Investment:  Period:   Invested From: Invested To: Performance:  
      R  
     
    TRI NAV  

    TRI Performance (%)
    Fund Name1 Year3 Years5 Years7 Years10 Yearsp.a.*cumulative*
    H4 Worldwide Equity Fund B1 18.76 19.04 16.33 14.10 10.74 16.33 112.98
    Worldwide--Equity--General 17.06 16.60 13.22 11.24 8.09 13.22 86.02
    *Custom Period
    *Note: All returns are annualised, except the 'cumulative' column which shows unannualised performance for the custom period.

    Income Produced (Rand)
    Fund Name1 Year3 Years5 Years7 Years10 YearsCustom
    H4 Worldwide Equity Fund B1 980.22 3 934.11 7 613.05 12 292.51 17 993.20 7 613.05