Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Methodical BCI Equity Fund  |  South African-Equity-General
2.3804    -0.0282    (-1.171%)
NAV price (ZAR) Thu 18 Dec 2025 (change prev day)


ACPB2 B1-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* 9.12% 1091.20 1000.97
6 Mnths* 27.11% 1271.10 1012.72
1 Year 34.07% 1340.70 1034.99
3 Years 20.86% 1765.50 1041.08
5 Years 17.65% 2254.00
10 Years 1050.38
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 0.64% 301.28 300.00
6 Mnths* 15.59% 657.01 602.25
1 Year 37.35% 1472.75 1172.28
3 Years 24.50% 5348.21 3354.33
5 Years 18.96% 10038.88 5734.41
10 Years 12378.64
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Methodical BCI Equity Fund - B1 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