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Southern Charter BCI Defensive Fund of Funds  |  South African-Multi Asset-Low Equity
Reg Compliant
2.4657    -0.0011    (-0.045%)
NAV price (ZAR) Wed 18 Mar 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* 0.31% 1003.10 1007.73
6 Mnths* 4.86% 1048.60 1008.70
1 Year 16.85% 1168.50 1028.60
3 Years 13.39% 1458.00 1040.22
5 Years 10.96% 1682.10
10 Years 8.18% 2196.00 1048.53
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -3.25% 293.54 301.93
6 Mnths* 0.35% 601.23 604.25
1 Year 10.23% 1268.60 1216.56
3 Years 12.58% 4391.93 3396.45
5 Years 11.31% 8094.14 5770.29
10 Years 9.71% 20315.36 12410.49
* 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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