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Sanlam Private Wealth SCI Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
3.1696    -0.0170    (-0.533%)
NAV price (ZAR) Thu 30 Oct 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* 7.24% 1072.40 1009.76
6 Mnths* 13.20% 1132.00 1014.71
1 Year 17.77% 1177.70 1034.10
3 Years 14.24% 1490.80 1043.68
5 Years 12.67% 1815.50
10 Years 7.44% 2049.00 1050.66
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 8.29% 316.89 301.07
6 Mnths* 13.87% 650.47 605.64
1 Year 20.47% 1341.72 1148.93
3 Years 13.94% 4489.40 3344.49
5 Years 12.01% 8250.77 5740.15
10 Years 9.19% 19706.73 12421.52
* 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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