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Southern Charter BCI Balanced Fund of Funds  |  South African-Multi Asset-Medium Equity
Reg Compliant
3.0756    +0.0093    (+0.303%)
NAV price (ZAR) Thu 11 Sep 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* 5.99% 1059.90 1012.72
6 Mnths* 11.97% 1119.70 1020.71
1 Year 17.79% 1177.90 1034.99
3 Years 13.25% 1452.50 1043.68
5 Years 12.94% 1837.40
10 Years 9.36% 2447.10 1050.52
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.26% 308.59 302.25
6 Mnths* 10.05% 636.18 607.61
1 Year 16.24% 1310.99 1137.14
3 Years 14.09% 4500.49 3339.60
5 Years 12.15% 8284.01 5743.11
10 Years 10.53% 21305.30 12442.67
* 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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