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Engelberg BCI Balanced Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
14.8120    -0.3522    (-2.323%)
NAV price (ZAR) Thu 5 Mar 2026 (change prev day)


EIPFD 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* 6.23% 1062.30 1013.91
6 Mnths* 15.46% 1154.60 1014.89
1 Year 30.33% 1303.30 1034.91
3 Years 15.72% 1549.60 1042.34
5 Years 10.82% 1671.30
10 Years 1049.17
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 0.87% 301.75 303.78
6 Mnths* 6.89% 624.60 607.96
1 Year 23.21% 1362.09 1224.02
3 Years 20.09% 4967.92 3417.27
5 Years 14.95% 8956.50 5805.66
10 Years 12486.57
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Engelberg 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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