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Southern Charter BCI Defensive Fund of Funds  |  South African-Multi Asset-Low Equity
Reg Compliant
2.5290    +0.0033    (+0.131%)
NAV price (ZAR) Wed 28 Jan 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* 4.90% 1049.00 1000.97
6 Mnths* 11.32% 1113.20 1010.73
1 Year 19.30% 1193.00 1035.99
3 Years 13.28% 1453.50 1040.45
5 Years 12.09% 1769.70
10 Years 8.75% 2313.00 1050.20
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.66% 309.42 300.19
6 Mnths* 10.13% 636.49 601.56
1 Year 19.75% 1336.46 1185.12
3 Years 15.29% 4589.56 3363.10
5 Years 12.83% 8439.50 5737.14
10 Years 10.33% 21061.92 12369.40
* 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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