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Unit Trust Performance

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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.

Aggressive 1 year3yrs5yrsData as at 30 June 2017
Allan Gray Equity A2.85.212.8More InfoInvest
Coronation Top 20 A6.92.612.3More InfoInvest
Foord Equity R-0.92.712.4More InfoInvest
Prudential Dividend Maximiser A3.23.812.2More InfoInvest
Prudential Equity A5.84.112.7More InfoInvest
36ONE MET Equity-1.96.5More InfoInvest
Marriott Dividend Growth R-1.16.712.2More InfoInvest
Satrix ALSI Index A10.72.4More InfoInvest
Satrix MSCI World Equity Index FF A25.311.8More InfoInvest
Investec Equity Fund-2.06.913.8More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 30 June 2017
Coronation Balanced Plus A3.35.212.3More InfoInvest
Investec Value A- InfoInvest
PSG Flexible9.68.915.1More InfoInvest
Nedgroup Investments Opportunity Fund4.68.112.2More InfoInvest
Foord Flexible FoF B22.98.015.3More InfoInvest
Rezco Managed Plus Fund1.55.1More InfoInvest
Truffle MET Flexible Fund0.47.913.6More InfoInvest
Moderate 1 year3yrs5yrsData as at 30 June 2017
Allan Gray Balanced A3.17.112.5More InfoInvest
Coronation Capital Plus3.34.49.2More InfoInvest
Foord Balanced B21.14.911.0
More InfoInvest
Investec Managed A2.67.912.3More InfoInvest
Investec Opportunity A0.16.310.0More InfoInvest
Investec Worldwide Flexible Fund-1.7More InfoInvest
Prudential Balanced A4.16.412.6More InfoInvest
PSG Balanced A8.37.812.8More InfoInvest
Nedgroup Core Diversified1.26.112.1More InfoInvest
Rezco Value Trend A1.84.812.1More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 30 June 2017
Coronation Balanced Defensive A4.36.29.9More InfoInvest
Investec Cautious Managed A3.06.38.9More InfoInvest
Nedgroup Inv Stable A3.26.89.6More InfoInvest
Prudential Inflation Plus X1.96.410.8More InfoInvest
Prosperity IP Worldwide Flexible FoF A2.8More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
6.27.610.1More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 30 June 2017
Allan Gray Bond A9.58.07.4More InfoInvest
Allan Gray Money Market8.07.26.4More InfoInvest
Allan Gray Optimal A5.49.68.1More InfoInvest
Allan Gray Stable A5.28.19.6More InfoInvest
Foord Conservative R2.45.6More InfoInvest
Coronation Strategic Income8.68.18.4More InfoInvest
Investec Diversified Income A6.17.57.3More InfoInvest
Nedgroup Inv Flexible Inc A7.88.28.2More InfoInvest
Nedgroup Core Guarded3.97.010.1More InfoInvest
Prescient Income Provider Fund InfoInvest
Property 1 year3yrs5yrsData as at 30 June 2017
Nedgroup Inv Property A113.411.613.8More InfoInvest
Prudential Enh SA Prop Tracker A3.414.014.3More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund-12.111.717.8More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 30 June 2017
Allan Gray - Orbis Global Optimal FoF-3.97.813.2More InfoInvest
Allan Gray - Orbis Global Equity FF14.213.025.3More InfoInvest
Allan Gray - Orbis Global FoF-1.812.518.9More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A9.13.314.6More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A- InfoInvest
Coronation Global Opp Eq [ZAR] FF A6.811.621.1More InfoInvest
Coronation Optimum Growth A9.19.018.5More InfoInvest
Foord International FF R-0.910.016.3More InfoInvest
Investec Global Strategic Managed FF A1.69.617.6More InfoInvest
Investec Global Franchise Feeder Fund1.514.520.7More InfoInvest
Nedgroup Inv Global Equity FF A7.714.022.2More InfoInvest
Coronation Global Managed (ZAR) FF A5.79.418.4More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund -6.010.914.8More InfoInvest
Old Mutual Global Equity Fund 9.614.226.3More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 30 June 2017
Kagiso Islamic Equity9.02.99.6More InfoInvest
Kagiso Islamic Balanced6.23.18.6More InfoInvest
27four Balanced Prescient FoF A12.77.012.0More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at at 30 June 2017
Momentum Income Plus A9.08.58.3More InfoInvest
Momentum Inflation Linked Bond A1.74.56.3More InfoInvest

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