Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Capricorn Stable Fund  |  Regional-Namibian-Unclassified
1.2280    -0.0120    (-0.970%)
NAV price (ZAR) Fri 28 Nov 2025 (change prev day)


BWFCB 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* 2.83% 1035.10 1001.93
6 Mnths* 7.63% 1076.30 1013.70
1 Year 11.29% 1114.40 1035.99
3 Years 12.47% 1422.80 1041.42
5 Years 11.05% 1679.70
10 Years 8.96% 2359.90 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 2.64% 305.30 300.29
6 Mnths* 6.03% 621.45 602.83
1 Year 12.18% 1282.18 1173.42
3 Years 11.44% 4311.62 3357.59
5 Years 11.46% 8126.46 5739.98
10 Years 9.67% 20262.27 12390.66
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Capricorn Stable 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