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Sasfin BCI Balanced Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
1.6467    -0.0068    (-0.411%)
NAV price (ZAR) Thu 30 Oct 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* 6.51% 1065.10 1009.76
6 Mnths* 12.61% 1126.10 1014.71
1 Year 16.98% 1169.80 1034.10
3 Years 10.05% 1333.00 1043.68
5 Years 9.98% 1609.30
10 Years 7.58% 2076.30 1050.66
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 7.55% 315.36 301.07
6 Mnths* 13.17% 647.81 605.64
1 Year 19.67% 1335.84 1148.93
3 Years 12.64% 4396.28 3344.49
5 Years 9.98% 7803.66 5740.15
10 Years 8.55% 19004.04 12421.52
* 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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