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Bateleur BCI SA Equity Fund  |  South African-Equity-SA General
1.4222    -0.0106    (-0.740%)
NAV price (ZAR) Fri 4 Jul 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* 14.97% 1149.70 1004.53
6 Mnths* 7.01% 1070.10 1021.09
1 Year 8.55% 1085.50 1027.22
3 Years 11.06% 1369.90 1045.89
5 Years 14.99% 2010.10
10 Years 6.91% 1951.00 1050.38
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.49% 307.03 300.47
6 Mnths* 9.43% 633.89 575.16
1 Year 9.65% 1264.58 1098.36
3 Years 9.93% 4208.28 3284.83
5 Years 11.05% 8036.40 5672.74
10 Years 8.89% 19371.49 12317.86
* 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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