Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
MI-PLAN BCI Beta Equity Fund  |  South African-Equity-General
41.8247    +0.5602    (+1.358%)
NAV price (ZAR) Tue 3 Feb 2026 (change prev day)


PBEB2 B2-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* 5.26% 1052.60 1002.99
6 Mnths* 16.78% 1167.80 1003.96
1 Year 31.83% 1318.30 883.96
3 Years 14.92% 1517.60 1041.81
5 Years 15.37% 2044.00
10 Years 10.86% 2803.20 1049.81
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.88% 307.83 300.99
6 Mnths* 9.14% 632.82 602.28
1 Year 24.36% 1370.77 1200.30
3 Years 19.58% 4925.87 3378.58
5 Years 15.64% 9130.52 5751.59
10 Years 12.12% 23403.62 12385.30
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     MI-PLAN BCI Beta Equity Fund - B2 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

Powered by ProfileData
Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

Follow us on: