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MI-PLAN BCI Beta Equity Fund  |  South African-Equity-General
40.8812    +0.5192    (+1.286%)
NAV price (ZAR) Fri 12 Jun 2026 (change prev day)


PBEB2 B2-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* -0.09% 999.10 1019.27
6 Mnths* 0.74% 1007.40 1027.15
1 Year 15.85% 1158.50 1040.22
3 Years 15.52% 1541.70 1040.51
5 Years 12.82% 1828.20
10 Years 9.50% 2477.60 1048.62
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -1.50% 297.01 303.61
6 Mnths* -3.03% 589.49 611.36
1 Year 5.84% 1238.65 1229.97
3 Years 15.30% 4590.60 3478.57
5 Years 13.39% 8572.44 5871.34
10 Years 11.28% 22257.80 12588.17
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     MI-PLAN BCI Beta Equity Fund - B2 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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