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H4 Worldwide Equity Fund  |  Worldwide-Equity-General
30.2934    -0.0953    (-0.314%)
NAV price (ZAR) Mon 23 Mar 2026 (change prev day)


H4WB1 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* -3.00% 970.00 1007.73
6 Mnths* 0.22% 1002.20 1008.70
1 Year 13.22% 1132.20 1028.60
3 Years 13.90% 1477.50 1040.22
5 Years 12.70% 1817.80
10 Years 10.35% 2677.30 1048.53
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -5.44% 289.24 301.93
6 Mnths* -4.39% 584.83 604.25
1 Year 4.95% 1232.66 1216.56
3 Years 11.09% 4287.38 3396.45
5 Years 11.87% 8218.92 5770.29
10 Years 11.49% 22547.34 12410.49
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     H4 Worldwide Equity 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

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