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Sanlam Private Wealth SCI Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
3.2470    -0.0055    (-0.169%)
NAV price (ZAR) Fri 24 Apr 2026 (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* -0.15% 998.50 1011.10
6 Mnths* 3.09% 1030.90 1012.08
1 Year 16.74% 1167.40 1030.50
3 Years 10.87% 1362.90 1037.91
5 Years 10.53% 1649.60
10 Years 7.56% 2071.80 1048.30
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 0.30% 300.59 302.46
6 Mnths* 2.27% 607.99 605.98
1 Year 11.06% 1274.38 1218.93
3 Years 12.07% 4355.51 3416.58
5 Years 10.98% 8020.69 5791.75
10 Years 9.03% 19528.97 12443.98
* 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