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Capricorn Equity Fund  |  Regional-Namibian-Unclassified
3.7254    +0.0133    (+0.357%)
NAV price (ZAR) Tue 24 Feb 2026 (change prev day)


BWECB B-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* 15.26% 1152.60 1001.93
6 Mnths* 25.91% 1259.10 1002.90
1 Year 49.89% 1498.90 883.03
3 Years 21.03% 1773.10 1041.44
5 Years 17.42% 2232.40
10 Years 9.98% 2589.40 1049.70
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 13.84% 328.55 300.68
6 Mnths* 23.47% 687.71 601.64
1 Year 44.91% 1535.97 1199.03
3 Years 28.34% 5709.18 3375.01
5 Years 20.65% 10544.00 5745.51
10 Years 13.73% 25780.89 12372.21
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Capricorn Equity Fund - B 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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