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Methodical FR Equity Fund  |  South African-Equity-General
2.5740    -0.0311    (-1.194%)
NAV price (ZAR) Wed 8 Jul 2026 (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* -5.58% 944.20 1024.44
6 Mnths* 0.45% 1004.50 1035.81
1 Year 34.71% 1347.10 1046.93
3 Years 23.61% 1888.70 1043.76
5 Years 17.78% 2266.90
10 Years 11.92% 3082.70 1049.07
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -8.29% 283.72 303.87
6 Mnths* -10.65% 563.81 613.72
1 Year 9.24% 1261.79 1236.82
3 Years 23.67% 5273.84 3515.65
5 Years 19.35% 10153.10 5922.23
10 Years 15.16% 28146.20 12684.61
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Methodical FR 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

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