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 31 March 2015

Aggressive
YTD
1 year
3yrs
5yrs
7yrs
Allan Gray Equity A4.010.517.416.012.6
Coronation Top 20 A4.76.219.216.716.6
Foord Equity R5.516.221.920.816.4
Prudential Dividend Maximiser A5.412.219.316.214.4
Prudential Equity A6.013.420.417.315.0
Rezco Value Trend A4.413.419.518.714.5
36ONE MET Equity10.422.4
Marriott Dividend Growth R7.027.922.020.019.7
Satrix ALSI Index A15.211.1
Satrix MSCI World Equity Index FF A27.122.8
Moderately Aggressive
YTD
1 year
3yrs
5yrs
7yrs
Coronation Balanced Plus A4.713.118.515.713.6
Cadiz Equity Ladder0.6-4.1-1.60.85.6
Investec Value A-2.3-7.55.26.88.3
PSG Flexible6.916.319.918.516.0
Moderate
YTD
1 year
3yrs
5yrs
7yrs
Allan Gray Balanced A3.18.315.313.811.4
Coronation Capital Plus2.99.613.112.211.7
Foord Balanced R4.112.617.215.412.5
Investec Managed A6.313.215.814.19.5
Investec Opportunity A4.29.512.912.110.3
Prudential Balanced A5.214.718.515.212.3
STANLIB Balanced A3.510.515.214.08.7
Moderately Conservative
YTD
1 year
3yrs
5yrs
7yrs
Coronation Balanced Defensive A2.310.413.312.611.9
Investec Cautious Managed A3.69.311.39.89.1
Nedgroup Inv Stable A3.611.513.112.311.6
Prudential Inflation Plus A4.414.415.814.012.1
Prosperity IP Worldwide Flexible FoF A2.11.2
Cadiz Absolute Yield A2.35.97.38.19.2
Conservative/ Income Fund
YTD
1 year
3yrs
5yrs
7yrs
Allan Gray Bond A2.510.68.59.39.9
Allan Gray Money Market1.66.35.75.97.1
qAllan Gray Optimal A3.914.78.26.77.4
Allan Gray Stable A1.76.19.59.28.9
Foord Conservative R3.310.4
Coronation Strategic Income2.08.48.99.39.7
Investec Diversified Income A2.57.07.47.9
Nedgroup Inv Flexible Inc A1.77.78.18.38.5
Momentum Money Market A1.56.05.45.76.9
Property
YTD
1 year
3yrs
5yrs
7yrs
Nedgroup Inv Property A113.038.925.2
Prudential Enh SA Prop Tracker A13.440.925.021.920.2
Offshore Funds
YTD
1 year
3yrs
5yr
7yrs
Allan Gray - Orbis Global Optimal FoF0.11.615.110.1
Allan Gray - Orbis Global Equity FF5.511.329.520.111.7
Allan Gray - Orbis Global FoF3.78.422.515.09.4
Coronation Global Em Mkts Flex [ZAR] A1.64.118.214.48.9
Coronation Global Cap. Plus [ZAR] FF A5.813.920.714.8
Coronation Global Opp Eq [ZAR] FF A6.824.229.920.811.8
Coronation Optimum Growth A3.813.524.918.811.6
Foord International FF R7.017.723.817.29.8
Foord Flexible FoF R5.514.422.420.5
Investec Global Strategic Managed FF A7.520.024.817.19.0
Investec Global Opportunity Equity FoF A7.621.625.618.29.0
Nedgroup Inv Global Equity FF A6.318.827.320.18.7
Coronation Global Managed (ZAR) FF A5.718.226.319.5
RECM Global FF A4.40.323.318.311.0
RECM Global Flexible A-2.3-5.011.211.1
Worldwide Fund
YTD
1 year
3yrs
5yrs
7yrs
Flagship IP Worldwide Flexible8.527.222.515.16.4
Flagship IP Worldwide Flexible FoF11.332.526.617.412.4
Shari'ah Compliant
YTD
1 year
3yrs
5yrs
7yrs
Kagiso Islamic Equity-1.6-0.211.011.4
Kagiso Islamic Balanced-1.02.510.4
27four Balanced Prescient FoF A15.413.817.715.2
Boutique Funds
YTD
1 year
3yrs
5yrs
7yrs
Momentum Best Blend Specialist Eq A6.320.022.220.315.5
Momentum Income Plus A2.06.97.78.37.8
Momentum Inflation Linked Bond A1.27.67.98.88.8

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