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Southern Charter BCI Defensive Fund of Funds  |  South African-Multi Asset-Low Equity
Reg Compliant
2.3771    +0.0066    (+0.278%)
NAV price (ZAR) Thu 11 Sep 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* 5.30% 1053.00 1012.72
6 Mnths* 9.92% 1099.20 1020.71
1 Year 14.55% 1145.50 1034.99
3 Years 12.55% 1425.70 1043.68
5 Years 11.61% 1732.20
10 Years 8.26% 2211.00 1050.52
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.54% 307.14 302.25
6 Mnths* 8.64% 630.97 607.61
1 Year 14.20% 1296.39 1137.14
3 Years 13.04% 4424.32 3339.60
5 Years 11.34% 8100.92 5743.11
10 Years 9.37% 19918.37 12442.67
* 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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