Unit trust performance figures are a key feature of our online information portal. At Investonline, we believe that providing our clients with concise and accurate data is the very basic element of our service and is to be expected across all of our dealings. By ensuring that our investors understand the fine print regarding their investment decisions, each client can weigh up all possible avenues before settling on expectations and long-term commitments.

Investonline unit trust performance is tracked in an easy-to-use spreadsheet/chart, showing the past performance of its premium branded unit trusts offered over the last seven years. One can use this to assess the best performing unit trusts at any given time.

The performance chart above is divided into categories based on the nature of the unit investment trust, such as:

Aggressive

• Allan Gray Equity A
• Coronation Top 20 A
• Foord Equity R
• Prudential Dividend Maximiser A
• Prudential Equity A

Moderately aggressive

• Coronation Balanced Plus A
• Cadiz Equity Ladder
• Investec Equity A
• Investec Value A
• Nedgroup Inv Rainmaker A

Moderate

• Allan Gray Balanced A
• Coronation Capital Plus
• Foord Balanced R
• Investec Managed A
• Investec Opportunity A
• Nedgroup Inv Managed A

Moderately conservative

• Coronation Balanced Defensive A
• Investec Cautious Managed A
• Nedgroup Inv Positive Rtn A
• Nedgroup Inv Stable A
• Prudential Inflation Plus A
• Marriot Dividend Growth - ADD to list

Conservative / Income fund

• Allan Gray Bond A
• Allan Gray Money Market
• Allan Gray Optimal A
• Allan Gray Stable A
• Atlantic Enhanced Income A
• Coronation Strategic Income
• Investec Diversified Income A
• Marriott Core Income A
• Nedgroup Inv Flexible Inc A
• Momentum Money Market A

Property

• Coronation Property Equity
• STANLIB Property Income A

Offshore fund

• Allan Gray - Orbis Global Optimal FoF
• Allan Gray - Orbis Global Equity FF
• Allan Gray - Orbis Global FoF
• Coronation Global Emerging Mkts Flex A
• Nedgroup Inv Global Balanced FF A
• SIM Global Best Ideas FF A
• Coronation Global Capital Plus [ZAR] A
• Coronation World Equity [ZAR] Fund of Funds A

Worldwide fund

• Flagship IP Worldwide Flexible
• Flagship IP Worldwide Flexible Fund of Funds A

Shari'ah compliant

• Kagiso Islamic Equity

The Investonline performance chart assists investors in tracking the past success of their investments over six categories: one year, three years, five years, seven years, as well as size and volatility. Investonline has automated the investment process by allowing users to utilise the online portal of information and forms. We offer a concise investment process aimed at educating every client throughout the term of their investment about the best practice and focus points to consider. Take part in our unit trust educational literature, risk profile questionnaire and complete our application form all from our website, Investonline.co.za. Similarly, should a client choose to disinvest (at no cost) a redemption form is available. All disinvested funds will reflect in their bank account within five working days on receipt of a fully completed redemption form.

Investonline: safe and secure unit trust investments

Investonline.co.za is not only a highly functional online portal that makes investing in unit trusts an easy process, it’s also completely secure and protected by Thawte Digital Certificates. Furthermore, we are a Financial Services Board registered, approved and authorised financial service provider. Contact one of our consultants today, and discuss the best unit trust investment strategy for you.