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 31 May 2015

Aggressive
YTD
1 year
3yrs
5yrs
7yrs
Allan Gray Equity A5.76.219.016.912.0
Coronation Top 20 A6.75.220.818.215.6
Foord Equity R6.211.522.621.516.0
Prudential Dividend Maximiser A6.89.420.318.013.6
Prudential Equity A6.610.021.118.913.9
Rezco Value Trend A6.411.219.319.213.7
36ONE MET Equity11.419.4
Marriott Dividend Growth R4.318.621.019.619.2
Satrix ALSI Index A15.67.1
Satrix MSCI World Equity Index FF A29.620.6
Moderately Aggressive
YTD
1 year
3yrs
5yrs
7yrs
Coronation Balanced Plus A6.511.519.016.613.3
Cadiz Equity Ladder0.2-6.2-0.91.64.9
Investec Value A-0.4-6.16.17.98.8
PSG Flexible8.714.921.019.216.3
Moderate
YTD
1 year
3yrs
5yrs
7yrs
Allan Gray Balanced A5.17.015.614.211.5
Coronation Capital Plus4.47.813.312.611.9
Foord Balanced R5.711.517.416.512.6
Investec Managed A7.412.216.014.99.2
Investec Opportunity A4.57.312.312.79.8
Prudential Balanced A6.112.318.816.412.0
STANLIB Balanced A3.97.715.214.88.2
Moderately Conservative
YTD
1 year
3yrs
5yrs
7yrs
Coronation Balanced Defensive A4.18.813.212.811.9
Investec Cautious Managed A4.57.810.89.89.5
Nedgroup Inv Stable A5.011.313.012.911.7
Prudential Inflation Plus A4.911.715.514.411.9
Prosperity IP Worldwide Flexible FoF A3.1
Cadiz Absolute Yield A3.25.17.18.09.2
Conservative/ Income Fund
YTD
1 year
3yrs
5yrs
7yrs
Allan Gray Bond A2.28.97.99.010.1
Allan Gray Money Market2.76.45.75.87.0
Allan Gray Optimal A3.511.67.76.17.2
Allan Gray Stable A3.66.19.49.19.1
Foord Conservative R4.79.9
Coronation Strategic Income2.87.38.49.39.9
Investec Diversified Income A3.76.56.97.9
Nedgroup Inv Flexible Inc A3.27.67.88.38.8
Momentum Money Market A2.66.15.55.66.8
Property
YTD
1 year
3yrs
5yrs
7yrs
Nedgroup Inv Property A110.731.323.2
Prudential Enh SA Prop Tracker A7.131.521.420.621.4
Offshore Funds
YTD
1 year
3yrs
5yr
7yrs
Allan Gray - Orbis Global Optimal FoF4.45.514.410.9
Allan Gray - Orbis Global Equity FF11.714.132.822.513.3
Allan Gray - Orbis Global FoF7.710.822.816.011.1
Coronation Global Em Mkts Flex [ZAR] A2.5-0.618.515.48.9
Coronation Global Cap. Plus [ZAR] FF A7.213.018.715.2
Coronation Global Opp Eq [ZAR] FF A10.924.530.822.712.9
Coronation Optimum Growth A5.511.024.620.011.8
Foord International FF R11.922.123.919.311.3
Foord Flexible FoF R8.716.122.821.616.6
Investec Global Strategic Managed FF A10.419.524.018.39.9
Investec Global Opportunity Equity FoF A12.723.226.620.59.8
Nedgroup Inv Global Equity FF A10.621.228.622.89.8
Coronation Global Managed (ZAR) FF A7.915.425.520.6
RECM Global FF A6.61.123.018.912.6
RECM Global Flexible A-0.3-4.511.611.4
Worldwide Fund
YTD
1 year
3yrs
5yrs
7yrs
Flagship IP Worldwide Flexible11.426.823.317.16.2
Flagship IP Worldwide Flexible FoF14.434.126.118.713.5
Shari'ah Compliant
YTD
1 year
3yrs
5yrs
7yrs
Kagiso Islamic Equity1.40.413.412.4
Kagiso Islamic Balanced1.22.211.9
27four Balanced Prescient FoF A16.412.317.015.7
Boutique Funds
YTD
1 year
3yrs
5yrs
7yrs
Momentum Best Blend Specialist Eq A5.714.222.220.814.7
Momentum Income Plus A3.67.17.58.27.7
Momentum Inflation Linked Bond A2.05.47.98.58.7

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