Compare unit trusts
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How they compare
| Measure | Methodical BCI Equity Fund B1 |
|---|---|
| Manager | Methodical Investment Management |
| Fund type | South African General Equity |
| Risk profile | High |
| Total expense ratio (TER) | 1.09% |
| Annual management fee | 0.92% |
| Performance fee | – |
| Fund size | R2.0bn |
| Return, 1 month | -4.24% |
| Return, 3 months | -3.63% |
| Return, 6 months | -11.30% |
| Return, 1 year | +11.06% |
| Accounts | TFSA, ZAR |
| Income distribution | Semi-annually |
| Benchmark | SA Equity General |
Price returns to each fund's latest daily price, after fund costs and excluding distributions; n/a means our price feed doesn't have the prices for that period. Costs and fund sizes as at 11 November 2026. A dash means it wasn't published. Select a fund's name to read its objective and to buy it on EasyEquities.