Unit Trust Performance

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Access unit trust performance figures with investonline.co.za

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.

Data as at 28 February 2015

Aggressive
YTD
1 year
3yrs
5yrs
7yrs
Allan Gray Equity A5.917.617.717.512.9
Coronation Top 20 A7.011.819.818.816.3
Foord Equity R6.020.822.522.416.1
Prudential Dividend Maximiser A5.514.619.317.813.8
Prudential Equity A5.715.520.018.714.3
Rezco Value Trend A3.213.319.918.614.7
36ONE MET Equity8.119.2
Marriott Dividend Growth R6.336.322.520.819.0
Satrix ALSI Index A17.015.1
Satrix MSCI World Equity Index FF A23.816.3
Moderately Aggressive
YTD
1 year
3yrs
5yrs
7yrs
Coronation Balanced Plus A4.814.019.116.613.3
Cadiz Equity Ladder3.40.3-0.52.26.0
Investec Value A6.50.37.39.98.6
PSG Flexible4.214.519.218.915.8
Moderate
YTD
1 year
3yrs
5yrs
7yrs
Allan Gray Balanced A3.510.315.714.211.6
Coronation Capital Plus3.411.313.812.711.6
Foord Balanced R3.513.917.516.212.4
Investec Managed A5.311.416.014.68.8
Investec Opportunity A4.311.113.412.710.3
Prudential Balanced A4.215.018.416.211.8
STANLIB Balanced A2.911.115.515.18.5
Moderately Conservative
YTD
1 year
3yrs
5yrs
7yrs
Coronation Balanced Defensive A2.911.213.812.911.9
Investec Cautious Managed A3.39.511.69.89.1
Nedgroup Inv Stable A2.511.613.312.511.5
Prudential Inflation Plus A3.315.015.914.411.8
Prosperity IP Worldwide Flexible FoF A1.2
Cadiz Absolute Yield A1.66.37.38.29.2
Conservative/ Income Fund
YTD
1 year
3yrs
5yrs
7yrs
Allan Gray Bond A2.912.98.89.810.0
Allan Gray Money Market1.06.25.65.97.1
Allan Gray Optimal A1.412.27.36.27.2
Allan Gray Stable A1.46.410.09.09.1
Foord Conservative R2.310.9
Coronation Strategic Income1.59.09.09.59.7
Investec Diversified Income A1.67.17.58.0
Nedgroup Inv Flexible Inc A1.38.48.28.28.7
Momentum Money Market A1.05.95.45.76.9
Property
YTD
1 year
3yrs
5yrs
7yrs
Nedgroup Inv Property A111.843.825.6
Prudential Enh SA Prop Tracker A10.443.924.822.319.1
Offshore Funds
YTD
1 year
3yrs
5yr
7yrs
Allan Gray - Orbis Global Optimal FoF-1.3-2.616.29.2
Allan Gray - Orbis Global Equity FF3.66.531.019.812.1
Allan Gray - Orbis Global FoF1.63.723.814.010.1
Coronation Global Em Mkts Flex [ZAR] A1.13.918.314.39.0
Coronation Global Cap. Plus [ZAR] FF A2.88.620.913.4
Coronation Global Opp Eq [ZAR] FF A4.418.030.920.411.5
Coronation Optimum Growth A2.810.525.618.711.4
Foord International FF R3.612.924.115.910.2
Foord Flexible FoF R3.012.222.620.6
Investec Global Strategic Managed FF A4.213.124.916.59.2
Investec Global Opportunity Equity FoF A5.618.026.718.08.8
Nedgroup Inv Global Equity FF A2.213.827.019.68.1
Coronation Global Managed (ZAR) FF A3.914.326.718.7
RECM Global FF A6.12.625.418.412.3
RECM Global Flexible A3.21.613.812.8
Worldwide Fund
YTD
1 year
3yrs
5yrs
7yrs
Flagship IP Worldwide Flexible5.418.321.514.45.9
Flagship IP Worldwide Flexible FoF6.119.725.516.212.7
Shari'ah Compliant
YTD
1 year
3yrs
5yrs
7yrs
Kagiso Islamic Equity2.24.811.712.8
Kagiso Islamic Balanced1.66.110.9
27four Balanced Prescient FoF A14.313.718.115.5
Boutique Funds
YTD
1 year
3yrs
5yrs
7yrs
Momentum Best Blend Specialist Eq A5.923.422.721.515.3
Momentum Income Plus A1.27.27.68.07.9
Momentum Inflation Linked Bond A1.09.47.98.99.1

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