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Select BCI Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
3.8198    -0.0279    (-0.725%)
NAV price (ZAR) Thu 30 Oct 2025 (change prev day)


EFFP A-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* 8.85% 1088.50 1009.76
6 Mnths* 16.68% 1166.80 1014.71
1 Year 20.62% 1206.20 1034.10
3 Years 18.31% 1656.00 1043.68
5 Years 16.15% 2114.20
10 Years 8.92% 2349.50 1050.66
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 9.13% 318.62 301.07
6 Mnths* 16.51% 660.51 605.64
1 Year 26.14% 1384.27 1148.93
3 Years 17.68% 4773.56 3344.49
5 Years 14.80% 8918.44 5740.15
10 Years 11.21% 22173.37 12421.52
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Select BCI Balanced Fund - A 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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