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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 January 2017
Allan Gray Equity A13.311.413.1More InfoInvest
Coronation Top 20 A25.06.712.9More InfoInvest
Foord Equity R6.97.813.5More InfoInvest
Prudential Dividend Maximiser A7.57.412.7More InfoInvest
Prudential Equity A11.48.113.5More InfoInvest
36ONE MET Equity-0.49.9More InfoInvest
Marriott Dividend Growth R1.211.513.2More InfoInvest
Satrix ALSI Index A19.27.5More InfoInvest
Satrix MSCI World Equity Index FF A20.111.4More InfoInvest
Investec Equity Fund8.712.814.9More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 January 2017
Coronation Balanced Plus A7.07.212.5More InfoInvest
Investec Value A58.815.112.5More InfoInvest
PSG Flexible21.811.515.2More InfoInvest
Nedgroup Investments Opportunity Fund10.210.012.3More InfoInvest
Foord Flexible FoF B20.88.316.2More InfoInvest
Rezco Managed Plus Fund-3.86.9More InfoInvest
Truffle MET Flexible Fund-0.711.314.6More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 January 2017
Allan Gray Balanced A8.69.512.8More InfoInvest
Coronation Capital Plus7.56.29.6More InfoInvest
Foord Balanced B23.47.011.7More InfoInvest
Investec Managed A1.49.112.7More InfoInvest
Investec Opportunity A3.38.010.6More InfoInvest
Prudential Balanced A6.88.813.1More InfoInvest
PSG Balanced A16.69.713.3More InfoInvest
Nedgroup Core Diversified6.69.312.8More InfoInvest
Rezco Value Trend A-3.16.313.4More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 January 2017
Coronation Balanced Defensive A6.47.610.4More InfoInvest
Investec Cautious Managed A2.57.19.0More InfoInvest
Nedgroup Inv Stable A2.67.310.0More InfoInvest
Prudential Inflation Plus X5.39.111.6More InfoInvest
Prosperity IP Worldwide Flexible FoF A10.5More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
4.78.010.4More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 January 2017
Allan Gray Bond A12.48.97.6More InfoInvest
Allan Gray Money Market7.76.86.2More InfoInvest
Allan Gray Optimal A7.49.57.4More InfoInvest
Allan Gray Stable A6.58.4
9.8More InfoInvest
Foord Conservative R2.86.9More InfoInvest
Coronation Strategic Income9.48.48.5More InfoInvest
Investec Diversified Income A6.98.07.5More InfoInvest
Nedgroup Inv Flexible Inc A9.68.58.3More InfoInvest
Nedgroup Core Guarded6.78.810.6More InfoInvest
Prescient Income Provider Fund 9.010.19.4More InfoInvest
Property 1 year3yrs5yrsData as at 31 January 2017
Nedgroup Inv Property A124.016.916.9More InfoInvest
Prudential Enh SA Prop Tracker A15.419.016.9More InfoInvest
Catalyst Global Real Estate Prescient Feeder FundMore InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 January 2017
Allan Gray - Orbis Global Optimal FoF-7.35.314.1More InfoInvest
Allan Gray - Orbis Global Equity FF14.311.624.8More InfoInvest
Allan Gray - Orbis Global FoF3.49.519.8More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A11.13.512.5More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A-6.77.215.2More InfoInvest
Coronation Global Opp Eq [ZAR] FF A-2.99.820.6More InfoInvest
Coronation Optimum Growth A4.98.518.4More InfoInvest
Foord International FF R-8.58.816.8More InfoInvest
Investec Global Strategic Managed FF A-6.17.817.1More InfoInvest
Investec Global Franchise Feeder Fund-9.912.319.6More InfoInvest
Nedgroup Inv Global Equity FF A-3.211.620.2More InfoInvest
Coronation Global Managed (ZAR) FF A2.19.018.9More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund -8.610.415.4More InfoInvest
Old Mutual Global Equity Fund 2.213.125.7More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 January 2017
Kagiso Islamic Equity27.15.79.4More InfoInvest
Kagiso Islamic Balanced16.04.98.4More InfoInvest
27four Balanced Prescient FoF A15.88.813.1More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at at 31 January 2017
Momentum Best Blend Specialist Eq A10.29.214.4More InfoInvest
Momentum Income Plus A9.88.58.3More InfoInvest
Momentum Inflation Linked Bond A7.57.47.1More InfoInvest
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