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Bateleur BCI SA Equity Fund  |  South African-Equity-SA General
1.4805    +0.0101    (+0.687%)
NAV price (ZAR) Wed 17 Sep 2025 (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* 7.81% 1078.10 1011.74
6 Mnths* 12.84% 1128.40 1019.72
1 Year 11.74% 1117.40 1033.99
3 Years 11.76% 1396.00 1043.34
5 Years 16.13% 2112.50
10 Years 7.49% 2059.20 1050.42
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.93% 309.98 301.96
6 Mnths* 10.42% 637.54 607.02
1 Year 14.41% 1297.90 1136.04
3 Years 11.32% 4303.37 3336.36
5 Years 11.59% 8155.41 5737.54
10 Years 9.40% 19954.29 12430.60
* 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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