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Southchester IP Optimum Income Fund  |  South African-Multi Asset-Income
1.0000    0.00    (0.00%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)


SCOIA A-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* 1.66% 1016.60 1005.41
6 Mnths* 3.36% 1033.60 1021.99
1 Year 7.13% 1071.30 1027.25
3 Years 6.81% 1218.70 1046.20
5 Years 5.25% 1291.80
10 Years 5.64% 1730.80 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 1.10% 302.20 301.53
6 Mnths* 2.67% 609.40 562.87
1 Year 5.85% 1238.75 1087.05
3 Years 6.68% 3996.07 3283.09
5 Years 5.97% 7006.78 5681.83
10 Years 5.51% 16030.80 12350.21
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Southchester IP Optimum Income Fund - A 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