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Southern Charter BCI Balanced Fund of Funds  |  South African-Multi Asset-Medium Equity
Reg Compliant
3.2445    +0.0223    (+0.692%)
NAV price (ZAR) Fri 12 Dec 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* 4.98% 1049.80 1001.93
6 Mnths* 11.54% 1115.40 1013.70
1 Year 17.87% 1178.70 1035.99
3 Years 14.29% 1492.90 1041.42
5 Years 13.40% 1875.10
10 Years 9.71% 2525.10 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.53% 307.11 300.29
6 Mnths* 9.10% 632.66 602.83
1 Year 18.83% 1329.73 1173.42
3 Years 15.32% 4592.02 3357.59
5 Years 12.89% 8453.57 5739.98
10 Years 11.10% 22030.63 12390.66
* 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

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