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Bateleur BCI SA Equity Fund  |  South African-Equity-SA General
1.5090    +0.0128    (+0.856%)
NAV price (ZAR) Wed 5 Nov 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* 5.51% 1055.10 999.13
6 Mnths* 10.25% 1102.50 1013.82
1 Year 9.05% 1090.50 1034.09
3 Years 11.42% 1383.30 1042.07
5 Years 15.56% 2060.40
10 Years 7.10% 1985.80 1050.43
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 2.41% 304.84 299.84
6 Mnths* 7.18% 625.63 603.29
1 Year 15.77% 1307.62 1159.68
3 Years 11.29% 4301.48 3346.37
5 Years 11.26% 8083.09 5732.34
10 Years 9.55% 20126.20 12389.35
* 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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