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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 August 2017
Allan Gray Equity A5.16.713.1More InfoInvest
Coronation Top 20 A12.86.113.3More InfoInvest
Foord Equity R1.03.911.9More InfoInvest
Prudential Dividend Maximiser A6.05.312.5More InfoInvest
Prudential Equity A9.55.813.0More InfoInvest
36ONE MET Equity3.18.5More InfoInvest
Marriott Dividend Growth R0.86.711.2More InfoInvest
Satrix ALSI Index A19.15.5More InfoInvest
Satrix MSCI World Equity Index FF A21.012.0More InfoInvest
Investec Equity Fund3.79.313.9More InfoInvest
Allan Gray SA Equity FundMore InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 August 2017
Coronation Balanced Plus A4.46.512.3More InfoInvest
Investec Value A-8.75.911.3More InfoInvest
PSG Flexible10.110.815.2More InfoInvest
Nedgroup Investments Opportunity Fund58.611.7More InfoInvest
Foord Flexible FoF B229.114.6More InfoInvest
Rezco Managed Plus Fund2.25.6More InfoInvest
Truffle MET Flexible Fund2.49.113.8More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 August 2017
Allan Gray Balanced A4.38.212.5More InfoInvest
Coronation Capital Plus3.75.19.2More InfoInvest
Foord Balanced B21.86.010.6
More InfoInvest
Investec Managed A6.110.112.2More InfoInvest
Investec Opportunity A2.07.49.5More InfoInvest
Investec Worldwide Flexible Fund1.1More InfoInvest
Prudential Balanced A5.77.312.3More InfoInvest
PSG Balanced A9.59.512.8More InfoInvest
Nedgroup Core Diversified4.17.212.0More InfoInvest
Rezco Value Trend A2.55.410.9More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 August 2017
Coronation Balanced Defensive A4.36.79.6More InfoInvest
Investec Cautious Managed A3.56.88.6More InfoInvest
Nedgroup Inv Stable A3.47.29.3More InfoInvest
Prudential Inflation Plus X3.57.110.2More InfoInvest
Prosperity IP Worldwide Flexible FoF A5.1More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
6.38.210.0More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 August 2017
Allan Gray Bond A11.27.67.1More InfoInvest
Allan Gray Money Market8.07.36.5More InfoInvest
Allan Gray Optimal A2.28.37.7More InfoInvest
Allan Gray Stable A5.99.19.8More InfoInvest
Foord Conservative R1.96.2More InfoInvest
Coronation Strategic Income8.38.28.1More InfoInvest
Investec Diversified Income A6.98.47.2More InfoInvest
Nedgroup Inv Flexible Inc A7.38.18.1More InfoInvest
Nedgroup Core Guarded5.07.59.8More InfoInvest
Prescient Income Provider Fund 8.49.29.4More InfoInvest
Property 1 year3yrs5yrsData as at 31 August 2017
Nedgroup Inv Property A19.510.711.2More InfoInvest
Prudential Enh SA Prop Tracker A9.413.912.3More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund-11.811.315.9More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 August 2017
Allan Gray - Orbis Global Optimal FoF-3.98.912.9More InfoInvest
Allan Gray - Orbis Global Equity FF8.614.124.5More InfoInvest
Allan Gray - Orbis Global FoF2.412.819.1More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A12.66.916.1More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A-7.68.112.7More InfoInvest
Coronation Global Opp Eq [ZAR] FF A1.111.919.8More InfoInvest
Coronation Optimum Growth A6.510.718.6More InfoInvest
Foord International FF R-1.811.315.7More InfoInvest
Investec Global Strategic Managed FF A-1.310.516.7More InfoInvest
Investec Global Franchise Feeder Fund-1.714.618.8More InfoInvest
Nedgroup Inv Global Equity FF A4.414.020.6More InfoInvest
Coronation Global Managed (ZAR) FF A-0.89.517.3More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund -9.810.013.7More InfoInvest
Old Mutual Global Equity Fund 6.814.824.7More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 August 2017
Kagiso Islamic Equity7.94.410.5More InfoInvest
Kagiso Islamic Balanced5.63.88.8More InfoInvest
27four Balanced Prescient FoF A13.67.611.2More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at at 31 August 2017
Momentum Income Plus A9.08.78.2More InfoInvest
Momentum Inflation Linked Bond A1.34.35.4More InfoInvest
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