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Sasfin BCI Balanced Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
1.7190    0.00    (0.00%)
NAV price (ZAR) Mon 22 Jun 2026 (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* 5.75% 1057.50 1025.89
6 Mnths* 5.32% 1053.20 1033.82
1 Year 16.51% 1165.10 1046.97
3 Years 11.65% 1391.60 1042.76
5 Years 8.99% 1537.70
10 Years 7.84% 2127.20 1049.30
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.85% 307.77 305.58
6 Mnths* 4.71% 616.69 615.33
1 Year 11.55% 1277.80 1237.95
3 Years 12.26% 4369.41 3501.14
5 Years 10.00% 7807.41 5909.43
10 Years 8.72% 19181.94 12669.83
* 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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