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Ashburton Targeted Return Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
1.4931    -0.0029    (-0.195%)
NAV price (ZAR) Thu 3 Jul 2025 (change prev day)


ASTRB4 B4-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* 4.45% 1044.50 1004.53
6 Mnths* 5.63% 1056.30 1021.09
1 Year 13.02% 1130.20 1027.22
3 Years 12.47% 1422.70 1045.89
5 Years 10.17% 1623.20
10 Years 6.38% 1856.40 1050.38
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 2.39% 304.81 300.47
6 Mnths* 5.53% 619.64 575.16
1 Year 10.06% 1267.48 1098.36
3 Years 11.14% 4290.62 3284.83
5 Years 10.14% 7837.27 5672.74
10 Years 7.40% 17800.29 12317.86
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Ashburton Targeted Return Fund - B4 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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