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Capricorn Managed Fund  |  Regional-Namibian-Unclassified
2.0114    -0.0082    (-0.404%)
NAV price (ZAR) Mon 15 Dec 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* 6.85% 1068.50 1001.93
6 Mnths* 14.33% 1143.30 1013.70
1 Year 22.98% 1229.80 1035.99
3 Years 16.88% 1596.70 1041.42
5 Years 14.90% 2002.90
10 Years 8.65% 2292.80 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.80% 307.67 300.29
6 Mnths* 11.14% 640.22 602.83
1 Year 23.51% 1364.34 1173.42
3 Years 17.81% 4783.48 3357.59
5 Years 15.10% 8993.34 5739.98
10 Years 11.19% 22149.21 12390.66
* 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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