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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.

AggressiveYTD1 year3yrs5yrsData as at 31 July 2015
Allan Gray Equity A5.13.116.915.7More InfoInvest
Coronation Top 20 A4.1-0.718.116.5More InfoInvest
Foord Equity R5.88.020.320.4More InfoInvest
Prudential Dividend Maximiser A6.26.118.816.6More InfoInvest
Prudential Equity A6.56.719.617.6More InfoInvest
Rezco Value Trend A8.711.818.219.3More InfoInvest
36ONE MET Equity12.116.723.9More InfoInvest
Marriott Dividend Growth R5.516.218.218.4More InfoInvest
Satrix ALSI Index A15.22.9More InfoInvest
Satrix MSCI World Equity Index FF A212.020.0More InfoInvest
Moderately AggressiveYTD1 year3yrs5yrsData as at 31 July 2015
Coronation Balanced Plus A5.88.017.915.6More InfoInvest
Cadiz Equity Ladder-2.3-10.9-1.60.8More InfoInvest
Investec Value A-19.4-27.51.62.6More InfoInvest
PSG Flexible7.311.320.317.4More InfoInvest
ModerateYTD1 year3yrs5yrsData as at 31 July 2015
Allan Gray Balanced A5.14.515.013.8More InfoInvest
Coronation Capital Plus3.95.012.511.9More InfoInvest
Foord Balanced R5.88.815.715.8More InfoInvest
Investec Managed A10.413.016.215.3More InfoInvest
Investec Opportunity A6.78.712.112.5More InfoInvest
Prudential Balanced A6.810.417.615.5More InfoInvest
STANLIB Balanced A4.45.613.714.1More InfoInvest
Moderately ConservativeYTD1 year3yrs5yrsData as at 31 July 2015
Coronation Balanced Defensive A4.77.512.212.3More InfoInvest
Investec Cautious Managed A6.28.310.910.0More InfoInvest
Nedgroup Inv Stable A6.110.212.312.6More InfoInvest
Prudential Inflation Plus A6.210.814.113.9More InfoInvest
Prosperity IP Worldwide Flexible FoF A5.5More InfoInvest
Cadiz Absolute Yield A4.44.96.57.7More InfoInvest
Conservative/ Income FundYTD1 year3yrs5yrsData as at 31 July 2015
Allan Gray Bond A3.38.16.28.5More InfoInvest
Allan Gray Money Market3.86.55.85.8More InfoInvest
Allan Gray Optimal A4.611.87.96.3More InfoInvest
Allan Gray Stable A4.55.69.79.3More InfoInvest
Foord Conservative R5.38.4More InfoInvest
Coronation Strategic Income4.27.27.99.0More InfoInvest
Investec Diversified Income A5.36.56.77.7More InfoInvest
Nedgroup Inv Flexible Inc A4.77.68.08.5More InfoInvest
Momentum Money Market A3.76.25.55.6More InfoInvest
PropertyYTD1 year3yrs5yrsData as at 31 July 2015
Nedgroup Inv Property A19.226.317.420.1More InfoInvest
Prudential Enh SA Prop Tracker A11.530.617.419.8More InfoInvest
Offshore FundsYTD1 year3yrs5yrData as at 31 July 2015
Allan Gray - Orbis Global Optimal FoF6.65.616.812.1More InfoInvest
Allan Gray - Orbis Global Equity FF9.88.532.222.9More InfoInvest
Allan Gray - Orbis Global FoF8.88.924.217.3More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A-4.3-9.817.013.1More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A8.912.919.215.9More InfoInvest
Coronation Global Opp Eq [ZAR] FF A11.821.830.923.1More InfoInvest
Coronation Optimum Growth A5.07.824.320.2More InfoInvest
Foord International FF R13.219.823.419.2More InfoInvest
Foord Flexible FoF R9.113.321.321.1More InfoInvest
Investec Global Strategic Managed FF A12.117.925.119.0More InfoInvest
Investec Global Opportunity Equity FoF A17.125.727.021.5More InfoInvest
Nedgroup Inv Global Equity FF A14.620.429.523.2More InfoInvest
Coronation Global Managed (ZAR) FF A9.013.426.121.3More InfoInvest
Prescient RECM Global FF A-0.9-6.6More InfoInvest
RECM Global Flexible A-9.6-14.78.1More InfoInvest
Shari'ah CompliantYTD1 year3yrs5yrsData as at 31 July 2015
Kagiso Islamic Equity-3.9-7.411.010.3More InfoInvest
Kagiso Islamic Balanced-1.9-3.510.3More InfoInvest
27four Balanced Prescient FoF A17.811.315.815.4More InfoInvest
Boutique FundsYTD1 year3yrs5yrsData as at 31 May 2015
Momentum Best Blend Specialist Eq A5.29.219.819.9More InfoInvest
Momentum Income Plus A5.07.07.68.1More InfoInvest
Momentum Inflation Linked Bond A3.75.96.68.5More InfoInvest
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