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Satrix Balanced Index Fund  |  South African-Multi Asset-High Equity
19.4579    +0.0463    (+0.239%)
NAV price (ZAR) Fri 27 Jun 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* 5.58% 1055.80 1005.41
6 Mnths* 7.57% 1075.70 1021.99
1 Year 16.89% 1168.90 1027.25
3 Years 13.79% 1473.40 1046.20
5 Years 13.78% 1907.00
10 Years 8.90% 2345.80 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.65% 309.40 301.53
6 Mnths* 8.00% 628.64 562.87
1 Year 13.96% 1294.73 1087.05
3 Years 13.83% 4481.88 3283.09
5 Years 12.36% 8330.64 5681.83
10 Years 10.12% 20798.34 12350.21
* 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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