Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
H4 Stable Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
16.3387    +0.0193    (+0.118%)
NAV price (ZAR) Tue 30 Dec 2025 (change prev day)


H4SB1 B1-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* 4.29% 1042.90 1000.00
6 Mnths* 9.53% 1095.30 1009.76
1 Year 17.27% 1172.70 1034.99
3 Years 14.23% 1490.40 1041.08
5 Years 11.96% 1758.90
10 Years 9.45% 2466.10 1050.10
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.89% 307.85 300.00
6 Mnths* 8.75% 631.36 602.25
1 Year 17.27% 1318.40 1172.28
3 Years 14.28% 4514.53 3354.33
5 Years 12.49% 8360.18 5734.41
10 Years 10.29% 21010.83 12378.64
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     H4 Stable Fund - B1 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

Powered by ProfileData
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 has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

Follow us on: