Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Ampersand BCI Income Fund  |  South African-Multi Asset-Income
11.2821    +0.0157    (+0.139%)
NAV price (ZAR) Thu 18 Sep 2025 (change prev day)


ASIIFA 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* 3.62% 1036.20 1011.74
6 Mnths* 6.41% 1064.10 1019.72
1 Year 9.70% 1097.00 1033.99
3 Years 10.39% 1345.40 1043.34
5 Years 8.79% 1524.10
10 Years 1050.42
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.02% 306.08 301.96
6 Mnths* 6.25% 622.27 607.02
1 Year 10.46% 1270.22 1136.04
3 Years 10.45% 4243.26 3336.36
5 Years 9.27% 7654.46 5737.54
10 Years 12430.60
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Ampersand BCI Income 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

Powered by ProfileData
Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

Follow us on: