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Satrix Balanced Index Fund  |  South African-Multi Asset-High Equity
22.2358    +0.0353    (+0.159%)
NAV price (ZAR) Thu 18 Jun 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* 3.19% 1031.90 1025.89
6 Mnths* 6.86% 1068.60 1033.82
1 Year 21.73% 1217.30 1046.97
3 Years 16.03% 1562.10 1042.76
5 Years 13.65% 1895.90
10 Years 10.43% 2696.20 1049.30
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.10% 306.25 305.58
6 Mnths* 3.83% 613.54 615.33
1 Year 13.35% 1290.45 1237.95
3 Years 16.41% 4674.49 3501.14
5 Years 14.25% 8780.48 5909.43
10 Years 11.82% 22992.67 12669.83
* 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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