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Nedgroup Investments Private Wealth Equity Fund  |  South African-Equity-General
91.6078    -0.3400    (-0.370%)
NAV price (ZAR) Wed 2 Jul 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* 5.10% 1051.00 1004.53
6 Mnths* 2.52% 1025.20 1021.09
1 Year 17.84% 1178.40 1027.22
3 Years 16.24% 1570.80 1045.89
5 Years 15.63% 2067.10
10 Years 5.65% 1732.30 1050.38
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 2.48% 304.98 300.47
6 Mnths* 3.73% 613.20 575.16
1 Year 8.51% 1256.78 1098.36
3 Years 15.07% 4573.31 3284.83
5 Years 13.26% 8542.03 5672.74
10 Years 8.65% 19112.64 12317.86
* 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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