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Nedgroup Investments Financials Fund  |  South African-Equity-Financial
513.8471    +0.0572    (+0.011%)
NAV price (ZAR) Thu 26 Mar 2026 (change prev day)


UALS R-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* -0.69% 993.10 1007.73
6 Mnths* 13.09% 1130.90 1008.70
1 Year 20.81% 1208.10 1028.60
3 Years 23.93% 1903.30 1040.22
5 Years 20.07% 2495.80
10 Years 10.82% 2793.30 1048.53
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -5.73% 288.68 301.93
6 Mnths* 4.37% 615.49 604.25
1 Year 16.73% 1314.50 1216.56
3 Years 19.57% 4924.95 3396.45
5 Years 18.01% 9767.73 5770.29
10 Years 13.15% 24899.20 12410.49
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Nedgroup Investments Financials Fund - R 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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