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Nedgroup Investments Financials Fund  |  South African-Equity-Financial
476.1588    -1.5251    (-0.319%)
NAV price (ZAR) Tue 16 Sep 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* 4.91% 1049.10 1011.74
6 Mnths* 14.09% 1140.90 1019.72
1 Year 13.12% 1131.20 1033.99
3 Years 20.72% 1759.40 1043.34
5 Years 23.15% 2832.60
10 Years 9.86% 2559.80 1050.42
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.20% 306.44 301.96
6 Mnths* 8.45% 630.28 607.02
1 Year 15.01% 1302.16 1136.04
3 Years 18.91% 4870.87 3336.36
5 Years 18.03% 9773.08 5737.54
10 Years 12.15% 23443.39 12430.60
* 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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