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M&G Equity Fund  |  South African-Equity-General
26.7306    +0.1167    (+0.438%)
NAV price (ZAR) Mon 30 Mar 2026 (change prev day)


PEFI I-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* -4.79% 952.10 1006.76
6 Mnths* 1.04% 1010.40 1007.73
1 Year 17.96% 1179.60 1026.07
3 Years 12.75% 1433.20 1036.42
5 Years 12.42% 1795.60
10 Years 1047.85
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -8.96% 282.43 301.93
6 Mnths* -5.27% 581.82 604.25
1 Year 8.13% 1254.18 1216.56
3 Years 14.14% 4504.57 3396.45
5 Years 12.08% 8266.58 5770.29
10 Years 12410.49
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     M&G Equity Fund - I 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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