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Nedgroup Investments Financials Fund  |  South African-Equity-Financial
462.6690    +5.4485    (+1.192%)
NAV price (ZAR) Mon 30 Jun 2025 (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* 9.82% 1075.70 1005.41
6 Mnths* 8.56% 1088.10 1021.99
1 Year 20.75% 1207.50 1027.25
3 Years 21.65% 1800.50 1046.20
5 Years 21.97% 2699.60
10 Years 9.22% 2416.00 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 7.22% 314.67 301.53
6 Mnths* 11.94% 643.22 562.87
1 Year 16.05% 1309.62 1087.05
3 Years 20.00% 4959.73 3283.09
5 Years 18.89% 10020.13 5681.83
10 Years 11.98% 23209.67 12350.21
* 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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