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Satrix Balanced Index Fund  |  South African-Multi Asset-High Equity
21.2171    -0.0008    (-0.004%)
NAV price (ZAR) Wed 29 Oct 2025 (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* 8.03% 1080.30 1009.76
6 Mnths* 15.48% 1154.80 1014.71
1 Year 19.95% 1199.50 1034.10
3 Years 16.85% 1595.40 1043.68
5 Years 16.34% 2131.70
10 Years 9.71% 2526.30 1050.66
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 7.33% 314.91 301.07
6 Mnths* 14.34% 652.23 605.64
1 Year 23.46% 1363.95 1148.93
3 Years 17.36% 4747.85 3344.49
5 Years 14.48% 8838.76 5740.15
10 Years 11.43% 22458.86 12421.52
* 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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