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Nedgroup Investments Private Wealth Equity Fund  |  South African-Equity-General
95.0325    -0.5067    (-0.530%)
NAV price (ZAR) Thu 26 Mar 2026 (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* -2.44% 975.60 1007.73
6 Mnths* 3.30% 1033.00 1008.70
1 Year 8.62% 1086.20 1028.60
3 Years 15.81% 1553.10 1040.22
5 Years 11.68% 1737.10
10 Years 6.16% 1817.50 1048.53
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -6.63% 286.94 301.93
6 Mnths* -3.39% 588.24 604.25
1 Year 4.98% 1232.90 1216.56
3 Years 12.50% 4386.09 3396.45
5 Years 12.08% 8267.85 5770.29
10 Years 9.11% 19625.45 12410.49
* 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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