Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Southern Charter BCI Balanced Fund of Funds  |  South African-Multi Asset-Medium Equity
Reg Compliant
3.1791    -0.0168    (-0.526%)
NAV price (ZAR) Thu 30 Oct 2025 (change prev day)


MSCB A-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* 6.72% 1067.20 1009.76
6 Mnths* 13.99% 1139.90 1014.71
1 Year 18.42% 1184.20 1034.10
3 Years 15.14% 1526.40 1043.68
5 Years 14.91% 2003.30
10 Years 9.30% 2434.00 1050.66
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 7.27% 314.77 301.07
6 Mnths* 13.30% 648.32 605.64
1 Year 21.14% 1346.67 1148.93
3 Years 15.71% 4621.13 3344.49
5 Years 13.15% 8516.73 5740.15
10 Years 11.07% 21988.69 12421.52
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Southern Charter BCI Balanced Fund of Funds - A 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 has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.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: