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Ashburton Equity Fund  |  South African–Equity–SA General
10.0302    +0.0994    (+1.001%)
NAV price (ZAR) Fri 9 May 2025 (change prev day)


ASEFB1 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* 3.92% 1039.20 867.72
6 Mnths* 6.91% 1069.10 1019.99
1 Year 19.64% 1196.40 1027.00
3 Years 14.03% 1482.60 1051.92
5 Years 14.08% 1931.80
10 Years 6.01% 1793.20 1050.85
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.56% 307.19 287.71
6 Mnths* 6.39% 622.75 548.80
1 Year 12.67% 1285.63 1072.63
3 Years 13.09% 4428.03 3272.50
5 Years 12.10% 8271.19 5674.60
10 Years 8.33% 18766.13 12347.32
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Ashburton 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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