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
3.0620    +0.0178    (+0.585%)
NAV price (ZAR) Fri 12 Sep 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* 10.52% 1105.20 1012.72
6 Mnths* 24.41% 1244.10 1020.71
1 Year 33.22% 1332.20 1034.99
3 Years 16.55% 1583.00 1043.68
5 Years 16.34% 2130.90
10 Years 7.38% 2037.50 1050.52
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 9.54% 319.48 302.25
6 Mnths* 18.18% 666.95 607.61
1 Year 32.21% 1431.44 1137.14
3 Years 19.95% 4956.06 3339.60
5 Years 15.81% 9174.18 5743.11
10 Years 10.68% 21495.46 12442.67
* 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 has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.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: