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Southern Charter BCI Defensive Fund of Funds  |  South African-Multi Asset-Low Equity
Reg Compliant
2.3051    +0.0041    (+0.178%)
NAV price (ZAR) Fri 27 Jun 2025 (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* 4.64% 1046.40 1005.41
6 Mnths* 5.38% 1053.80 1021.99
1 Year 14.34% 1143.40 1027.25
3 Years 12.10% 1408.80 1046.20
5 Years 11.18% 1699.00
10 Years 7.77% 2113.50 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.67% 309.44 301.53
6 Mnths* 6.64% 623.67 562.87
1 Year 11.84% 1279.81 1087.05
3 Years 12.04% 4353.35 3283.09
5 Years 10.66% 7949.20 5681.83
10 Years 8.89% 19372.84 12350.21
* 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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