Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Capricorn Equity Fund  |  Regional-Namibian-Unclassified
3.3440    -0.0551    (-1.621%)
NAV price (ZAR) Mon 22 Jun 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* 0.83% 1008.30 1025.89
6 Mnths* -1.63% 983.70 1033.82
1 Year 24.95% 1249.50 1046.97
3 Years 18.20% 1651.30 1042.76
5 Years 15.12% 2021.60
10 Years 7.75% 2108.90 1049.30
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -3.66% 292.74 305.58
6 Mnths* -7.28% 575.03 615.33
1 Year 6.72% 1244.61 1237.95
3 Years 19.21% 4895.25 3501.14
5 Years 15.65% 9135.35 5909.43
10 Years 11.71% 22840.77 12669.83
* 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

Powered by ProfileData
Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

Follow us on: