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Sasfin BCI Balanced Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
1.6624    +0.0088    (+0.532%)
NAV price (ZAR) Fri 12 Dec 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* 4.32% 1043.20 1001.93
6 Mnths* 10.38% 1103.80 1013.70
1 Year 15.63% 1156.30 1035.99
3 Years 9.80% 1323.60 1041.42
5 Years 9.06% 1542.90
10 Years 7.97% 2153.90 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 2.84% 305.71 300.29
6 Mnths* 7.92% 628.33 602.83
1 Year 16.12% 1310.09 1173.42
3 Years 12.08% 4356.60 3357.59
5 Years 9.63% 7729.20 5739.98
10 Years 8.45% 18892.29 12390.66
* 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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