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Ashburton Equity Fund  |  South African-Equity-SA General
11.8694    -0.0744    (-0.623%)
NAV price (ZAR) Tue 24 Mar 2026 (change prev day)


ASEFB1 B1-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* -4.09% 959.10 1007.73
6 Mnths* 8.36% 1083.60 1008.70
1 Year 26.05% 1260.50 1028.60
3 Years 17.26% 1612.50 1040.22
5 Years 14.08% 1932.10
10 Years 8.14% 2186.10 1048.53
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -12.75% 275.21 301.93
6 Mnths* -3.80% 586.84 604.25
1 Year 13.83% 1293.77 1216.56
3 Years 17.88% 4788.78 3396.45
5 Years 15.04% 8978.44 5770.29
10 Years 10.83% 21681.34 12410.49
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Ashburton Equity Fund - B1 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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