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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 1 year3yrs5yrsData as at 31 July 2016
Allan Gray Equity A11.113.915.4More InfoInvest
Coronation Top 20 A3.99.814.3More InfoInvest
Foord Equity R1.812.617.0More InfoInvest
Prudential Dividend Maximiser A2.310.714.3More InfoInvest
Prudential Equity A-0.210.114.5More InfoInvest
36ONE MET Equity4.315.0More InfoInvest
Marriott Dividend Growth R5.714.716.6More InfoInvest
Satrix ALSI Index A13.810.8More InfoInvest
Satrix MSCI World Equity Index FF A28.3More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 July 2016
Coronation Balanced Plus A4.910.514.4More InfoInvest
Investec Value A87.523.314.0More InfoInvest
PSG Flexible7.114.315.5More InfoInvest
Nedgroup Investments Opportunity Fund7.513.314.7More InfoInvest
Foord Flexible FoF B27.113.119.3More InfoInvest
Rezco Managed Plus Fund-0.99.5More InfoInvest
Truffle MET Flexible Fund4.216.818.1More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 July 2016
Allan Gray Balanced A14.012.614.8More InfoInvest
Coronation Capital Plus4.98.411.1More InfoInvest
Foord Balanced B24.610.314.3More InfoInvest
Investec Managed A9.213.115.1More InfoInvest
Investec Opportunity A10.811.012.7More InfoInvest
Prudential Balanced A5.311.614.3More InfoInvest
PSG Balanced A5.311.813.6More InfoInvest
Nedgroup Core Diversified7.813.215.1More InfoInvest
Rezco Value Trend A0.18.916.4More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 July 2016
Coronation Balanced Defensive A7.09.111.7More InfoInvest
Investec Cautious Managed A7.29.310.5More InfoInvest
Nedgroup Inv Stable A6.39.311.8More InfoInvest
Prudential Inflation Plus X6.810.913.2More InfoInvest
Prosperity IP Worldwide Flexible FoF A12.6More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 July 2016
Allan Gray Bond A6.87.58.0More InfoInvest
Allan Gray Money Market7.16.46.0More InfoInvest
Allan Gray Optimal A11.910.27.9More InfoInvest
Allan Gray Stable A13.39.7
10.8More InfoInvest
Foord Conservative R5.8More InfoInvest
Coronation Strategic Income8.78.19.0More InfoInvest
Investec Diversified Income A9.47.58.4More InfoInvest
Nedgroup Inv Flexible Inc A9.28.58.8More InfoInvest
Nedgroup Core Guarded8.211.012.1More InfoInvest
Prescient Income Provider Fund 8.89.89.6More InfoInvest
Property 1 year3yrs5yrsData as at 31 July 2016
Nedgroup Inv Property A1-0.511.616.5More InfoInvest
Prudential Enh SA Prop Tracker A11.317.918.9More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 July 2016
Allan Gray - Orbis Global Optimal FoF17.311.716.7More InfoInvest
Allan Gray - Orbis Global Equity FF16.817.825.3More InfoInvest
Allan Gray - Orbis Global FoF18.815.621.5More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A13.37.813.8More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A12.613.218.3More InfoInvest
Coronation Global Opp Eq [ZAR] FF A5.716.723.1More InfoInvest
Coronation Optimum Growth A11.213.921.0More InfoInvest
Foord International FF R9.614.920.0More InfoInvest
Investec Global Strategic Managed FF A8.215.419.1More InfoInvest
Investec Global Franchise Feeder Fund14.320.023.1More InfoInvest
Nedgroup Inv Global Equity FF A12.020.223.5More InfoInvest
Coronation Global Managed (ZAR) FF A8.414.621.7More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund 13.816.720.3More InfoInvest
Old Mutual Global Equity Fund 8.720.627.6More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 July 2016
Kagiso Islamic Equity10.07.89.1More InfoInvest
Kagiso Islamic Balanced8.27.68.3More InfoInvest
27four Balanced Prescient FoF A17.011.514.8More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at 31 July 2016
Momentum Best Blend Specialist Eq A1.511.816.6More InfoInvest
Momentum Income Plus A9.38.38.1More InfoInvest
Momentum Inflation Linked Bond A6.16.38.0More InfoInvest
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