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H4 Worldwide Equity Fund  |  Worldwide-Equity-General
31.0103    -0.2276    (-0.729%)
NAV price (ZAR) Thu 5 Feb 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* 0.33% 1003.30 1002.99
6 Mnths* 6.09% 1060.90 1003.96
1 Year 13.86% 1138.60 883.96
3 Years 14.06% 1484.10 1041.81
5 Years 13.44% 1878.20
10 Years 11.09% 2863.20 1049.81
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -0.19% 299.62 300.99
6 Mnths* 1.99% 607.00 602.28
1 Year 11.64% 1278.44 1200.30
3 Years 13.28% 4442.07 3378.58
5 Years 13.09% 8500.77 5751.59
10 Years 12.02% 23268.18 12385.30
* 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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