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 30 April 2015

Aggressive
YTD
1 year
3yrs
5yrs
7yrs
Allan Gray Equity A9.112.019.016.813.0
Coronation Top 20 A10.410.720.218.116.7
Foord Equity R8.515.821.821.116.6
Prudential Dividend Maximiser A9.314.019.917.214.4
Prudential Equity A9.815.120.918.314.9
Rezco Value Trend A6.713.819.318.714.3
36ONE MET Equity13.723.9
Marriott Dividend Growth R9.927.622.020.520.0
Satrix ALSI Index A110.113.3
Satrix MSCI World Equity Index FF A26.720.2
Moderately Aggressive
YTD
1 year
3yrs
5yrs
7yrs
Coronation Balanced Plus A7.815.619.016.213.7
Cadiz Equity Ladder4.1-3.6-0.71.75.8
Investec Value A4.7-4.97.98.39.2
PSG Flexible9.315.620.518.816.6
Moderate
YTD
1 year
3yrs
5yrs
7yrs
Allan Gray Balanced A6.510.116.414.111.9
Coronation Capital Plus5.310.813.412.512.1
Foord Balanced R5.812.416.915.612.8
Investec Managed A7.813.715.414.49.5
Investec Opportunity A5.38.912.612.210.3
Prudential Balanced A7.716.418.815.812.5
STANLIB Balanced A5.010.715.014.38.8
Moderately Conservative
YTD
1 year
3yrs
5yrs
7yrs
Coronation Balanced Defensive A4.711.313.412.812.2
Investec Cautious Managed A4.78.811.310.09.3
Nedgroup Inv Stable A4.611.413.012.311.7
Prudential Inflation Plus A6.315.116.014.312.2
Prosperity IP Worldwide Flexible FoF A3.6
Cadiz Absolute Yield A2.95.77.18.09.2
Conservative/ Income Fund
YTD
1 year
3yrs
5yrs
7yrs
Allan Gray Bond A2.610.78.09.19.9
Allan Gray Money Market2.16.45.75.87.0
Allan Gray Optimal A3.713.38.16.47.4
Allan Gray Stable A3.46.710.19.29.2
Foord Conservative R4.310.1
Coronation Strategic Income2.78.08.79.39.8
Investec Diversified Income A3.16.77.17.8
Nedgroup Inv Flexible Inc A2.77.78.18.48.8
Momentum Money Market A2.16.05.55.66.8
Property
YTD
1 year
3yrs
5yrs
7yrs
Nedgroup Inv Property A114.436.125.0
Prudential Enh SA Prop Tracker A13.538.124.021.521.4
Offshore Funds
YTD
1 year
3yrs
5yr
7yrs
Allan Gray - Orbis Global Optimal FoF2.94.016.310.5
Allan Gray - Orbis Global Equity FF10.717.132.220.712.7
Allan Gray - Orbis Global FoF6.711.524.115.210.5
Coronation Global Em Mkts Flex [ZAR] A7.211.519.315.410.0
Coronation Global Cap. Plus [ZAR] FF A6.614.120.914.6
Coronation Global Opp Eq [ZAR] FF A9.527.930.821.412.9
Coronation Optimum Growth A6.816.925.619.212.3
Foord International FF R8.618.424.017.410.7
Foord Flexible FoF R7.215.222.220.516.2
Investec Global Strategic Managed FF A8.620.324.816.910.0
Investec Global Opportunity Equity FoF A9.521.626.118.79.8
Nedgroup Inv Global Equity FF A7.218.627.420.59.3
Coronation Global Managed (ZAR) FF A7.618.926.519.6
RECM Global FF A8.72.824.918.812.8
RECM Global Flexible A2.6-1.813.111.8
Worldwide Fund
YTD
1 year
3yrs
5yrs
7yrs
Flagship IP Worldwide Flexible6.725.321.614.56.3
Flagship IP Worldwide Flexible FoF8.829.925.616.912.8
Shari'ah Compliant
YTD
1 year
3yrs
5yrs
7yrs
Kagiso Islamic Equity2.92.512.312.1
Kagiso Islamic Balanced2.34.111.5
27four Balanced Prescient FoF A17.114.517.515.4
Boutique Funds
YTD
1 year
3yrs
5yrs
7yrs
Momentum Best Blend Specialist Eq A10.221.722.920.915.8
Momentum Income Plus A2.86.97.68.37.8
Momentum Inflation Linked Bond A3.28.28.19.09.0

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