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Sanlam Private Wealth SCI Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
3.0570    +0.0164    (+0.539%)
NAV price (ZAR) Fri 12 Sep 2025 (change prev day)


BKSMF 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* 5.25% 1052.50 1012.72
6 Mnths* 9.76% 1097.60 1020.71
1 Year 17.15% 1171.50 1034.99
3 Years 12.19% 1412.20 1043.68
5 Years 10.81% 1670.40
10 Years 7.42% 2046.20 1050.52
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 5.27% 310.66 302.25
6 Mnths* 9.73% 634.98 607.61
1 Year 14.95% 1301.74 1137.14
3 Years 12.09% 4357.13 3339.60
5 Years 10.82% 7985.51 5743.11
10 Years 8.56% 19010.70 12442.67
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Sanlam Private Wealth SCI Balanced Fund       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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