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Sasfin BCI Balanced Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
1.5936    +0.0069    (+0.435%)
NAV price (ZAR) Fri 12 Sep 2025 (change prev day)


SMBFCA 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* 5.82% 1058.20 1012.72
6 Mnths* 10.32% 1103.20 1020.71
1 Year 14.88% 1148.80 1034.99
3 Years 8.90% 1291.40 1043.68
5 Years 9.00% 1538.30
10 Years 7.76% 2110.50 1050.52
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.58% 309.26 302.25
6 Mnths* 9.63% 634.63 607.61
1 Year 14.65% 1299.61 1137.14
3 Years 10.83% 4269.39 3339.60
5 Years 8.88% 7575.00 5743.11
10 Years 8.01% 18423.15 12442.67
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Sasfin BCI Balanced 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

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