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Sanlam Private Wealth SCI Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
3.2163    -0.0078    (-0.242%)
NAV price (ZAR) Mon 22 Jun 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* 2.50% 1025.00 1025.89
6 Mnths* 1.02% 1010.20 1033.82
1 Year 12.17% 1121.70 1046.97
3 Years 10.92% 1364.70 1042.76
5 Years 10.26% 1629.70
10 Years 7.43% 2047.90 1049.30
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 0.25% 300.51 305.58
6 Mnths* -0.73% 597.44 615.33
1 Year 5.21% 1234.39 1237.95
3 Years 10.45% 4243.81 3501.14
5 Years 10.05% 7819.87 5909.43
10 Years 8.67% 19137.11 12669.83
* 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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