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Nedgroup Investments Private Wealth Equity Fund  |  South African-Equity-General
95.4485    +0.3356    (+0.353%)
NAV price (ZAR) Tue 16 Sep 2025 (change prev day)


BCEF 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* 4.79% 1047.90 1011.74
6 Mnths* 8.73% 1087.30 1019.72
1 Year 17.11% 1171.10 1033.99
3 Years 16.97% 1600.40 1043.34
5 Years 16.16% 2115.10
10 Years 6.39% 1857.20 1050.42
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.23% 308.54 301.96
6 Mnths* 8.82% 631.62 607.02
1 Year 11.88% 1280.09 1136.04
3 Years 16.06% 4647.47 3336.36
5 Years 13.83% 8678.50 5737.54
10 Years 9.22% 19744.11 12430.60
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Nedgroup Investments Private Wealth Equity 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

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