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Satrix Balanced Index Fund  |  South African-Multi Asset-High Equity
22.2160    -0.2061    (-0.919%)
NAV price (ZAR) Tue 28 Apr 2026 (change prev day)


SATBI A1-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* -0.27% 997.30 1011.10
6 Mnths* 6.56% 1065.60 1012.08
1 Year 23.05% 1230.50 1030.50
3 Years 15.95% 1558.80 1037.91
5 Years 13.14% 1853.90
10 Years 10.05% 2604.80 1048.30
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -0.05% 299.90 302.46
6 Mnths* 4.29% 615.19 605.98
1 Year 16.13% 1310.21 1218.93
3 Years 16.81% 4705.20 3416.58
5 Years 14.31% 8796.27 5791.75
10 Years 11.76% 22904.94 12443.98
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Satrix Balanced Index Fund - A1 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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