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Capricorn Managed Fund  |  Regional-Namibian-Unclassified
1.8121    +0.0053    (+0.293%)
NAV price (ZAR) Thu 3 Jul 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* 8.31% 1083.10 1004.53
6 Mnths* 11.31% 1113.10 1021.09
1 Year 19.28% 1192.80 1027.22
3 Years 16.22% 1570.00 1045.89
5 Years 13.62% 1893.60
10 Years 7.21% 2005.40 1050.38
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.71% 309.52 300.47
6 Mnths* 10.22% 636.80 575.16
1 Year 16.86% 1315.47 1098.36
3 Years 14.90% 4560.65 3284.83
5 Years 13.70% 8647.18 5672.74
10 Years 9.77% 20384.18 12317.86
* 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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