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Sasfin BCI Balanced Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
1.6764    +0.0002    (+0.012%)
NAV price (ZAR) Wed 29 Apr 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* 0.67% 1006.70 1011.10
6 Mnths* 3.16% 1031.60 1012.08
1 Year 16.17% 1161.70 1030.50
3 Years 10.37% 1344.50 1037.91
5 Years 8.46% 1501.10
10 Years 7.80% 2119.10 1048.30
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 0.76% 301.52 302.46
6 Mnths* 2.85% 610.04 605.98
1 Year 11.63% 1278.33 1218.93
3 Years 11.77% 4334.40 3416.58
5 Years 9.56% 7715.80 5791.75
10 Years 8.48% 18926.61 12443.98
* 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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