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 31 March 2014

Aggressive
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Allan Gray Equity A6,8920,8717,6820,0011,4838 869 565 08610,40
Coronation Top 20 A5,2428,1320,7325,2315,4421 720 581 57412,24
Foord Equity R3,9726,71
23,1526,4114,037 442 853 64610,16
Prudential Dividend Maximiser A4,0025,4318,7421,6713,014 985 640 18110,48
Prudential Equity A3,5826,7219,6722,1513,142 758 869 92911,14
Rezco Value Trend A0,7218,8822,7618,8214,731 303 047 3487,58
36ONE MET Equity0,6624,920,000,000,00 1 790 397 2110,00
Moderately Aggressive
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Coronation Balanced Plus A2,6019,7319,7317,6919,3056 903 336 4757,27
Cadiz Equity Ladder1,87-0,14-0,141,029,03230 318 5029,17
Investec Value A13,9027,5327,538,1718,135 883 692 82413,11
Nedgroup Inv Rainmaker A4,4722,0822,0814,7419,6015 704 061 94610,46
Moderate
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Allan Gray Balanced A3,7518,7616,5916,0811,1989 425 480 2696,64
Coronation Capital Plus1,5012,9713,6814,4710,4520 617 190 5575,55
Foord Balanced R1,8417,5618,0018,5111,3934 140 497 8427,01
Nedgroup Inv Managed A3,3319,6511,8714,108,925 572 723 5166,95
Investec Managed A0,9418,9915,6215,189,546 784 587 7087,45
Investec Opportunity A2,7512,7514,1515,4410,6036 544 088 7185,56
Prudential Balanced A2,4520,4016,8918,4310,755 950 365 1507,24
STANLIB Balanced A0,4714,9915,6817,238,834 896 975 3676,83
Moderately Conservative
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Coronation Balanced Defensive A1,5111,8514,0314,0313,8130 680 307 8154,14
Investec Cautious Managed A2,1511,0711,7411,7411,357 665 785 1964,29
Nedgroup Inv Stable A1,2511,9713,7913,7913,5527 272 011 1283,90
Prudential Inflation Plus A1,9412,4315,2915,2914,7421 968 488 0675,00
Marriott Dividend Growth R0,7116,5219,1819,1822,512 392 862 42810,41
Cadiz Absolute Yield A1,386,018,508,508,894 313 086 7181,61
Conservative/ Income Fund
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Allan Gray Bond A1,703,023,028,989,19627 120 5325,52
Allan Gray Money Market1,345,335,335,426,247 988 518 7220,08
Allan Gray Optimal A1,914,814,814,644,61837 805 5021,69
Allan Gray Stable A2,2110,9810,9811,479,6535 009 886 3794,58
Coronation Strategic Income1,266,256,259,709,8322 273 659 8651,71
Investec Diversified Income A1,285,285,288,830,001 808 174 2402,48
Nedgroup Inv Flexible Inc A1,517,867,869,268,136 463 816 5591,85
Momentum Money Market A1,295,165,165,246,057 842 319 6590,08
Property
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Investec Property Equity A1,591,3418,0517,8613,554 238 977 19414,52
Prudential Enh SA Prop Tracker A1,681,7718,0319,2914,013 139 976 99014,31
Offshore Funds
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Allan Gray - Orbis Global Optimal FoF-0,3724,0219,210,000,001 543 582 79214,97
Allan Gray - Orbis Global Equity FF-0,1444,9229,7922,6312,0913 213 493 55916,39
Allan Gray - Orbis Global FoF-0,3232,5024,7214,1711,4111 433 944 27914,48
Coronation Global Em Mkts Flex [ZAR] A-2,4219,9419,7921,530,002 487 637 03816,50
Coronation Global Cap. Plus [ZAR] FF A0,6719,2720,5611,440,001 766 219 89312,50
Coronation Global Opp Eq [ZAR] FF A-0,5630,8927,2718,149,663 957 069 64414,89
Coronation Optimum Growth A-0,6330,2027,3321,5510,463 717 131 50211,99
Foord International FF R-0,4222,8623,0013,2310,522 891 536 51413,58
Foord Flexible FoF R1,4324,2425,2522,220,005 381 662 4558,74
Nedgroup Inv Global Equity FF A4,5437,2827,2519,567,145 391 628 93314,07
Coronation Global Managed [ZAR] FF A-0,1827,4827,030,000,002 635 569 80812,26
RE:CM Global FF A5,2142,9731,2720,420,001 145 752 35415,18
RE:CM Global Flexible A3,4123,7217,510,000,002 033 291 3887,87
Worldwide Fund
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Flagship IP Worldwide Flexible0,7528,9915,7212,254,86341 561 96612,84
Flagship IP Worldwide Flexible FoF-0,9027,4119,2111,1211,5211,95147 174 10312,83
Shari'ah Compliant
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Kagiso Islamic Equity5,4221,5912,470,000.00293 111 8709,59
Kagiso Islamic Balanced3,9617,870,000.000.00192 546 7990,00
27four Balanced Prescient FoF A11,7416,2917,4016,430.00386 163 8684,68
Boutique Funds
YTD
1 year
3yrs
5yrs
7yrs
Size
Volatility
Momentum Best Blend Specialist Eq A3,4522,1521,5524,990,001 116 418 8679,25
Momentum Income Plus A2,246,587,938,269,172 828 238 6881,55
Momentum Income Plus A2,246,587,938,269,172 828 238 6881,55
Momentum Inflation Linked Bond A0,951,049,148,589,37279 495 6175,66

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