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H4 Worldwide Equity Fund  |  Worldwide-Equity-General
30.9599    +0.0622    (+0.201%)
NAV price (ZAR) Tue 28 Oct 2025 (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* 5.97% 1059.70 1009.76
6 Mnths* 14.41% 1144.10 1018.20
1 Year 18.74% 1187.40 1034.10
3 Years 19.04% 1687.00 1043.68
5 Years 16.32% 2129.80
10 Years 10.74% 2773.40 1050.66
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 6.60% 313.39 301.07
6 Mnths* 13.32% 648.38 605.64
1 Year 20.79% 1344.11 1148.93
3 Years 16.37% 4671.83 3344.49
5 Years 14.69% 8890.28 5740.15
10 Years 12.51% 23945.45 12421.52
* 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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