Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Sasfin BCI Balanced Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
1.5467    +0.0063    (+0.409%)
NAV price (ZAR) Mon 30 Jun 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* 5.44% 1046.60 1005.41
6 Mnths* 5.18% 1054.50 1021.99
1 Year 12.81% 1128.10 1027.25
3 Years 8.59% 1280.60 1046.20
5 Years 8.59% 1510.20
10 Years 7.38% 2038.60 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.95% 310.00 301.53
6 Mnths* 6.37% 622.68 562.87
1 Year 11.21% 1275.42 1087.05
3 Years 9.08% 4151.58 3283.09
5 Years 7.85% 7367.81 5681.83
10 Years 7.46% 17860.94 12350.21
* 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

Powered by ProfileData
Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

Follow us on: