Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
PrivateClient BCI Medium Equity Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
1.6929    +0.0026    (+0.154%)
NAV price (ZAR) Fri 12 Jun 2026 (change prev day)


PCMFB B-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* -2.04% 979.60 1019.27
6 Mnths* 1.64% 1016.40 1027.15
1 Year 14.91% 1149.10 1040.22
3 Years 13.30% 1454.30 1040.51
5 Years 11.08% 1691.30
10 Years 1048.62
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -1.81% 296.40 303.61
6 Mnths* -3.87% 586.59 611.36
1 Year 5.27% 1234.81 1229.97
3 Years 13.14% 4431.94 3478.57
5 Years 11.74% 8189.38 5871.34
10 Years 12588.17
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     PrivateClient BCI Medium Equity Fund - B 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