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H4 Worldwide Equity Fund  |  Worldwide-Equity-General
30.8918    -0.0324    (-0.105%)
NAV price (ZAR) Fri 12 Dec 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* 3.36% 1033.60 1001.93
6 Mnths* 9.97% 1099.70 1013.70
1 Year 16.97% 1169.70 1035.99
3 Years 16.40% 1577.10 1041.42
5 Years 14.57% 1973.70
10 Years 11.01% 2841.90 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 0.88% 301.76 300.29
6 Mnths* 6.12% 621.78 602.83
1 Year 15.45% 1305.34 1173.42
3 Years 14.70% 4545.57 3357.59
5 Years 13.78% 8667.23 5739.98
10 Years 12.24% 23564.41 12390.66
* 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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