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Capricorn Equity Fund  |  Regional-Namibian-Unclassified
3.2237    +0.0024    (+0.074%)
NAV price (ZAR) Fri 31 Oct 2025 (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* 12.64% 1126.40 1000.00
6 Mnths* 22.94% 1229.40 1014.71
1 Year 33.97% 1339.70 1034.99
3 Years 19.97% 1726.70 1042.38
5 Years 19.74% 2461.80
10 Years 7.12% 1989.10 1050.66
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 12.22% 325.12 301.07
6 Mnths* 22.21% 682.71 605.64
1 Year 39.06% 1486.85 1148.93
3 Years 22.54% 5175.31 3344.49
5 Years 17.39% 9596.64 5740.15
10 Years 11.60% 22689.42 12421.52
* 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