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Southern Charter BCI Defensive Fund of Funds  |  South African-Multi Asset-Low Equity
Reg Compliant
2.5194    +0.0206    (+0.824%)
NAV price (ZAR) Fri 12 Jun 2026 (change prev day)


MSCS 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* 1.75% 1017.50 1019.27
6 Mnths* 2.94% 1029.40 1027.15
1 Year 13.76% 1137.60 1040.22
3 Years 13.04% 1444.40 1040.51
5 Years 10.90% 1677.10
10 Years 8.27% 2213.90 1048.62
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 0.85% 301.71 303.61
6 Mnths* 0.43% 601.52 611.36
1 Year 7.16% 1247.59 1229.97
3 Years 12.01% 4351.51 3478.57
5 Years 11.15% 8058.07 5871.34
10 Years 9.77% 20381.61 12588.17
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Southern Charter BCI Defensive 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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