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Bateleur BCI SA Equity Fund  |  South African-Equity-SA General
1.5511    -0.0136    (-0.869%)
NAV price (ZAR) Thu 8 Jan 2026 (change prev day)


BEPFA1 A1-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* 4.33% 1043.30 1000.00
6 Mnths* 10.90% 1109.00 1009.76
1 Year 21.58% 1215.80 1034.99
3 Years 10.77% 1359.30 1040.11
5 Years 14.35% 1955.40
10 Years 8.75% 2313.50 1050.10
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 5.29% 310.71 299.90
6 Mnths* 10.07% 636.24 600.98
1 Year 20.22% 1339.91 1183.97
3 Years 13.12% 4429.98 3359.84
5 Years 12.01% 8251.97 5731.58
10 Years 10.15% 20831.98 12357.41
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Bateleur BCI SA Equity Fund - A1 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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