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Capricorn Equity Fund  |  Regional–Namibian–Unclassified
2.8643    +0.0450    (+1.596%)
NAV price (ZAR) Mon 4 Aug 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* 6.72% 1067.20 1010.98
6 Mnths* 16.46% 1164.60 877.24
1 Year 21.37% 1213.70 1031.19
3 Years 14.25% 1491.50 1043.38
5 Years 14.47% 1965.80
10 Years 5.95% 1782.40 1050.13
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 1.84% 303.70 302.60
6 Mnths* 39.09% 752.68 593.47
1 Year 20.77% 1343.93 1121.32
3 Years 15.74% 4623.17 3322.82
5 Years 14.13% 8752.70 5725.15
10 Years 9.50% 20066.65 12418.10
* 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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