Unit Trust Performance

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 2014

Aggressive
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Allan Gray Equity A2,3120,0616,6220,1111,7737 286 791 45210,24
Coronation Top 20 A2,1426,4020,0527,3215,7520 853 804 06012,21
Foord Equity R0,4926,1222,1927,4214,116 989 124 90110,12
Prudential Dividend Maximiser A1,9324,2118,2122,6313,474 909 639 55110,49
Prudential Equity A1,3125,0718,9822,8013,652 680 920 72311,15
Rezco Value Trend A-0,4222,2122,6618,5215,131 199 287 1707,59
36ONE MET Equity1,1129,200,000,000,001 673 896 0330,00
Moderately Aggressive
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Coronation Balanced Plus A2,022,0221,6217,5420,55 54 841 155 8987,28
Cadiz Equity Ladder0,210,21-4,481,0010,98232 616 5609,17
Investec Value A14,3914,3927,638,2719,785 894 088 79913,10
Nedgroup Inv Rainmaker A2,292,2920,3514,6520,7715 642 729 39110,46
Moderate
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Allan Gray Balanced A2,2820,9916,0216,3711,6886 999 924 8536,68
Coronation Capital Plus0,4613,7413,2314,8410,5420 072 766 8315,59
Foord Balanced R0,0419,0017,2719,0611,6032 757 251 1747,06
Nedgroup Inv Managed A2,1118,5111,4814,379,085 460 680 5746,97
Investec Managed A1,5222,0315,9016,0210,216 821 172 0757,40
Investec Opportunity A1,3612,9513,8516,1810,7935 980 191 3005,57
Prudential Balanced A1,1720,6616,4419,2311,135 718 074 0227,27
STANLIB Balanced A-0,7015,8115,8818,029,404 723 264 6036,83
Moderately Conservative
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Coronation Balanced Defensive A0,6312,8213,8514,1311,5129 609 509 2924,15
Investec Cautious Managed A1,5812,1711,7112,508,987 338 775 3514,29
Nedgroup Inv Stable A-0,0413,0913,3713,730,0026 489 189 7453,93
Prudential Inflation Plus A0,3912,5114,6415,2111,1321 280 697 103 5,06
Marriott Dividend Growth R-6,1411,3316,9121,2111,612 266 294 5879,82
Cadiz Absolute Yield A0,355,628,458,959,534 370 909 981 1,60
Conservative/ Income Fund
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Allan Gray Bond A-0,021,638,558,898,65624 956 0785,49
Allan Gray Money Market0,865,285,426,347,677 822 612 8710,08
Allan Gray Optimal A1,675,944,564,606,58851 274 3961,71
Allan Gray Stable A1,6012,8610,899,819,5634 301 890 6664,70
Coronation Strategic Income0,206,119,479,739,1222 418 421 8851,72
Investec Diversified Income A0,344,838,540,000,002 051 572 8162,50
Nedgroup Inv Flexible Inc A0,467,458,940,009,156 445 950 9431,87
Momentum Money Market A0,835,115,256,157,48 8 130 175 641 0,08
Property
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Investec Property Equity A-2,740,4017,5817,2213,464 192 791 00314,45
Prudential Enh SA Prop Tracker A-3,010,4017,5618,8413,792 883 317 48514,23
Offshore Funds
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Allan Gray - Orbis Global Optimal FoF2,3531,6019,400,000,001 373 697 29114,93
Allan Gray - Orbis Global Equity FF2,5358,4229,2223,5113,1113 920 777 05716,54
Allan Gray - Orbis Global FoF2,2042,3823,9514,6512,0711 710 476 26914,70
Coronation Global Em Mkts Flex [ZAR] A-2,6821,4219,8022,970,002 488 703 76716,50
Coronation Global Cap. Plus [ZAR] FF A2,5825,5120,5411,660,001 760 908 48312,50
Coronation Global Opp Eq [ZAR] FF A2,3941,3927,3019,029,713 949 214 67814,89
Coronation Optimum Growth A1,0737,5427,2722,9911,013 679 291 76312,01
Foord International FF R0,4428,8621,9412,7610,522 887 450 59913,83
Foord Flexible FoF R0,9627,6224,6822,840,005 152 808 1948,85
Nedgroup Inv Global Equity FF A4,8444,9226,6619,137,285 343 413 57614,17
Coronation Global Managed [ZAR] FF A1,5435,0226,620,000,002 552 038 22012,37
RE:CM Global FF A4,4547,2730,3220,140,001 136 286 00115,31
RE:CM Global Flexible A2,0823,5817,000,000,001 994 049 799 7,91
Worldwide Fund
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Flagship IP Worldwide Flexible5,2541,0916,1913,226,44357 897 612 12,69
Flagship IP Worldwide Flexible FoF4,6440,3221,1211,9911,95155 076 561 12,25
Shari'ah Compliant
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Kagiso Islamic Equity4,3320,6912,630,000.00286 980 5359,59
Kagiso Islamic Balanced3,0418,110,000.000.00185 497 0250,00
27four Balanced Prescient FoF A10,8017,6417,0316,790.00380 293 1514,75
Boutique Funds
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Momentum Best Blend Specialist Eq A0,1621,7221,0825,570,001 701 166 7059,20
Momentum Income Plus A1,266,607,838,099,142 934 017 6221,54
Momentum Income Plus A1,266,607,838,099,142 934 017 6221,54
Momentum Inflation Linked Bond A-0,860,508,658,579,24275 463 1135,63