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Capricorn Managed Fund  |  Regional-Namibian-Unclassified
1.9124    +0.0044    (+0.229%)
NAV price (ZAR) Fri 12 Sep 2025 (change prev day)


BWMFB 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* 6.86% 1068.60 1012.72
6 Mnths* 15.15% 1151.50 1020.71
1 Year 20.64% 1206.40 1034.99
3 Years 15.41% 1537.30 1043.68
5 Years 14.29% 1949.80
10 Years 7.81% 2120.80 1050.52
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 5.39% 310.91 302.25
6 Mnths* 11.76% 642.54 607.61
1 Year 20.01% 1338.37 1137.14
3 Years 16.08% 4649.30 3339.60
5 Years 14.25% 8780.23 5743.11
10 Years 10.32% 21046.16 12442.67
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Capricorn Managed 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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