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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.

Aggressive
YTD
1 year
3yrs
5yrs
Data as at 31 May 2015
Allan Gray Equity A5.76.219.016.9More InfoInvest
Coronation Top 20 A6.75.220.818.2More InfoInvest
Foord Equity R6.211.522.621.5More InfoInvest
Prudential Dividend Maximiser A6.89.420.318.0More InfoInvest
Prudential Equity A6.610.021.118.9More InfoInvest
Rezco Value Trend A6.411.219.319.2More InfoInvest
36ONE MET Equity11.419.4More InfoInvest
Marriott Dividend Growth R4.318.621.019.6More InfoInvest
Satrix ALSI Index A15.67.1More InfoInvest
Satrix MSCI World Equity Index FF A29.620.6More InfoInvest
Moderately Aggressive
YTD
1 year
3yrs
5yrs
Data as at 31 May 2015
Coronation Balanced Plus A6.511.519.016.6More InfoInvest
Cadiz Equity Ladder0.2-6.2-0.91.6More InfoInvest
Investec Value A-0.4-6.16.17.9More InfoInvest
PSG Flexible8.714.921.019.2More InfoInvest
Moderate
YTD
1 year
3yrs
5yrs
Data as at 31 May 2015
Allan Gray Balanced A5.17.015.614.2More InfoInvest
Coronation Capital Plus4.47.813.312.6More InfoInvest
Foord Balanced R5.711.517.416.5More InfoInvest
Investec Managed A7.412.216.014.9More InfoInvest
Investec Opportunity A4.57.312.312.7More InfoInvest
Prudential Balanced A6.112.318.816.4More InfoInvest
STANLIB Balanced A3.97.715.214.8More InfoInvest
Moderately Conservative
YTD
1 year
3yrs
5yrs
Data as at 31 May 2015
Coronation Balanced Defensive A4.18.813.212.8More InfoInvest
Investec Cautious Managed A4.57.810.89.8More InfoInvest
Nedgroup Inv Stable A5.011.313.012.9More InfoInvest
Prudential Inflation Plus A4.911.715.514.4More InfoInvest
Prosperity IP Worldwide Flexible FoF A3.1More InfoInvest
Cadiz Absolute Yield A3.25.17.18.0More InfoInvest
Conservative/ Income Fund
YTD
1 year
3yrs
5yrs
Data as at 31 May 2015
Allan Gray Bond A2.28.97.99.0More InfoInvest
Allan Gray Money Market2.76.45.75.8More InfoInvest
Allan Gray Optimal A3.511.67.76.1More InfoInvest
Allan Gray Stable A3.66.19.49.1More InfoInvest
Foord Conservative R4.79.9More InfoInvest
Coronation Strategic Income2.87.38.49.3More InfoInvest
Investec Diversified Income A3.76.56.97.9More InfoInvest
Nedgroup Inv Flexible Inc A3.27.67.88.3More InfoInvest
Momentum Money Market A2.66.15.55.6More InfoInvest
Property
YTD
1 year
3yrs
5yrs
Data as at 31 May 2015
Nedgroup Inv Property A110.731.323.2More InfoInvest
Prudential Enh SA Prop Tracker A7.131.521.420.6More InfoInvest
Offshore Funds
YTD
1 year
3yrs
5yr
Data as at 31 May 2015
Allan Gray - Orbis Global Optimal FoF4.45.514.410.9More InfoInvest
Allan Gray - Orbis Global Equity FF11.714.132.822.5More InfoInvest
Allan Gray - Orbis Global FoF7.710.822.816.0More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A2.5-0.618.515.4More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A7.213.018.715.2More InfoInvest
Coronation Global Opp Eq [ZAR] FF A10.924.530.822.7More InfoInvest
Coronation Optimum Growth A5.511.024.620.0More InfoInvest
Foord International FF R11.922.123.919.3More InfoInvest
Foord Flexible FoF R8.716.122.821.6More InfoInvest
Investec Global Strategic Managed FF A10.419.524.018.3More InfoInvest
Investec Global Opportunity Equity FoF A12.723.226.620.5More InfoInvest
Nedgroup Inv Global Equity FF A10.621.228.622.8More InfoInvest
Coronation Global Managed (ZAR) FF A7.915.425.520.6More InfoInvest
RECM Global FF A6.61.123.018.9More InfoInvest
RECM Global Flexible A-0.3-4.511.611.4More InfoInvest
Worldwide Fund
YTD
1 year
3yrs
5yrs
Data as at 31 May 2015
Flagship IP Worldwide Flexible11.426.823.317.1More InfoInvest
Flagship IP Worldwide Flexible FoF14.434.126.118.7More InfoInvest
Shari'ah Compliant
YTD
1 year
3yrs
5yrs
Data as at 31 May 2015
Kagiso Islamic Equity1.40.413.412.4More InfoInvest
Kagiso Islamic Balanced1.22.211.9More InfoInvest
27four Balanced Prescient FoF A16.412.317.015.7More InfoInvest
Boutique Funds
YTD
1 year
3yrs
5yrs
Data as at 31 May 2015
Momentum Best Blend Specialist Eq A5.714.222.220.8More InfoInvest
Momentum Income Plus A3.67.17.58.2More InfoInvest
Momentum Inflation Linked Bond A2.05.47.98.5More InfoInvest
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