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Select BCI Balanced Fund | South African-Multi Asset-High Equity

Reg

Compliant

3.9443 -0.0110 (-0.278%)
NAV price (ZAR) Mon 22 Jun 2026 (change prev day)

Performance

Income and Performance

Risk Profile

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*	1.39%	1013.90	1025.89
6 Mnths*	0.37%	1003.70	1033.82
1 Year	16.08%	1160.80	1046.97
3 Years	14.68%	1508.20	1042.76
5 Years	12.59%	1809.20	1053.36
10 Years	9.08%	2384.10	1049.30

R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	1.39%	1013.90	1025.89
6 Mnths*	0.37%	1003.70	1033.82
1 Year	16.08%	1160.80	1046.97
3 Years	14.68%	1508.20	1042.76
5 Years	12.59%	1809.20
10 Years	9.08%	2384.10	1049.30

R100 per Month (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-0.71%	298.59	305.58
6 Mnths*	-3.38%	588.29	615.33
1 Year	5.66%	1237.43	1237.95
3 Years	13.76%	4476.66	3501.14
5 Years	12.92%	8460.47	5909.43
10 Years	10.82%	21669.00	12669.83

R100 per Month (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-0.71%	298.59	305.58
6 Mnths*	-3.38%	588.29	615.33
1 Year	5.66%	1237.43	1237.95
3 Years	13.76%	4476.66	3501.14
5 Years	12.92%	8460.47	5909.43
10 Years	10.82%	21669.00	12669.83

* 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

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

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