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Capricorn Equity Fund  |  Regional-Namibian-Unclassified
3.2728    -0.0259    (-0.787%)
NAV price (ZAR) Wed 3 Dec 2025 (change prev day)


BWECB B-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* 13.24% 1128.50 1001.93
6 Mnths* 23.05% 1226.20 1013.70
1 Year 40.80% 1403.10 1035.99
3 Years 17.93% 1634.40 1041.42
5 Years 17.80% 2260.80
10 Years 7.80% 2111.30 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.84% 307.74 300.29
6 Mnths* 15.57% 656.91 602.83
1 Year 35.29% 1456.08 1173.42
3 Years 22.85% 5201.69 3357.59
5 Years 17.44% 9610.02 5739.98
10 Years 11.95% 23164.46 12390.66
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Capricorn Equity Fund - B 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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