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
2.9639    +0.0058    (+0.196%)
NAV price (ZAR) Fri 27 Jun 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 1005.41
6 Mnths* 5.74% 1057.40 1021.99
1 Year 15.24% 1152.40 1027.25
3 Years 12.57% 1426.50 1046.20
5 Years 12.72% 1820.00
10 Years 8.64% 2289.60 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 5.03% 310.18 301.53
6 Mnths* 7.19% 625.68 562.87
1 Year 12.81% 1286.62 1087.05
3 Years 12.62% 4394.45 3283.09
5 Years 11.27% 8083.89 5681.83
10 Years 9.93% 20571.99 12350.21
* 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 has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.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: