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Excelsia Equity 27four Fund | South African–Equity–General
1.0774    +0.0103    (+0.965%)
NAV price (ZAR) Thu 24 Jun 2021 (change prev day)
Performance Charts
     Fund        Benchmark
Performance Overview
  R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Months* 4.93% 1049.30 1016.74
6 Months* 21.92% 1219.20 1030.53
1 Year 36.63% 1366.30 1059.29
3 Years 6.14% 1195.60 1041.98
5 Years 1045.12
10 Years 1051.67
  R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Months* -1.74% 296.53 302.67
6 Months* 10.10% 636.37 611.14
1 Year 35.32% 1456.29 1236.15
3 Years 15.02% 4569.53 3844.37
5 Years 6699.91
10 Years 15387.00
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
 Excelsia Equity 27four Fund - A1 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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