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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 March 2016
Allan Gray Equity A9.413.514.5More InfoInvest
Coronation Top 20 A-1.710.212.9More InfoInvest
Foord Equity R0.714.016.9More InfoInvest
Prudential Dividend Maximiser A2.212.913.9More InfoInvest
Prudential Equity A-0.312.714.1More InfoInvest
36ONE MET Equity4.9More InfoInvest
Marriott Dividend Growth R2.115.017.2More InfoInvest
Satrix ALSI Index A12.511.6More InfoInvest
Satrix MSCI World Equity Index FF A215.6More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 March 2016
Coronation Balanced Plus A4.712.314.1More InfoInvest
Investec Value A24.013.57.7More InfoInvest
PSG Flexible5.916.115.3More InfoInvest
Nedgroup Investments Opportunity Fund5.312.7More InfoInvest
Foord Flexible FoF B211.616.620.2More InfoInvest
Rezco Managed Plus Fund6.913.7More InfoInvest
Truffle MET Flexible Fund7.517.618.4More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 March 2016
Allan Gray Balanced A14.013.614.4More InfoInvest
Coronation Capital Plus3.58.610.8More InfoInvest
Foord Balanced B25.811.914.4More InfoInvest
Investec Managed A12.114.714.4More InfoInvest
Investec Opportunity A12.811.712.9More InfoInvest
Prudential Balanced A5.413.314.1More InfoInvest
PSG Balanced A4.513.013.5More InfoInvest
Nedgroup Core Diversified5.413.514.4More InfoInvest
Rezco Value Trend A6.512.817.4More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 March 2016
Coronation Balanced Defensive A6.49.511.7More InfoInvest
Investec Cautious Managed A9.09.810.7More InfoInvest
Nedgroup Inv Stable A7.810.412.1More InfoInvest
Prudential Inflation Plus X6.511.113.3More InfoInvest
Prosperity IP Worldwide Flexible FoF A14.1More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 March 2016
Allan Gray Bond A1.95.17.9More InfoInvest
Allan Gray Money Market6.86.15.8More InfoInvest
Allan Gray Optimal A9.99.77.6More InfoInvest
Allan Gray Stable A14.910.6
11.1More InfoInvest
Foord Conservative R6.8More InfoInvest
Coronation Strategic Income7.47.39.0More InfoInvest
Investec Diversified Income A9.17.18.5More InfoInvest
Nedgroup Inv Flexible Inc A8.27.98.7More InfoInvest
Nedgroup Core Guarded6.310.611.8More InfoInvest
Prescient Income Provider Fund 8.39.79.4More InfoInvest
Property 1 year3yrs5yrsData as at 31 March 2016
Nedgroup Inv Property A1-6.010.517.6More InfoInvest
Prudential Enh SA Prop Tracker A6.515.119.8More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 March 2016
Allan Gray - Orbis Global Optimal FoF30.017.917.5More InfoInvest
Allan Gray - Orbis Global Equity FF19.224.323.7More InfoInvest
Allan Gray - Orbis Global FoF24.821.521.3More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A-3.58.913.1More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A19.617.619.0More InfoInvest
Coronation Global Opp Eq [ZAR] FF A14.523.024.0More InfoInvest
Coronation Optimum Growth A13.418.821.6More InfoInvest
Foord International FF R20.020.221.3More InfoInvest
Investec Global Strategic Managed FF A14.820.419.7More InfoInvest
Investec Global Franchise Feeder Fund29.425.524.6More InfoInvest
Nedgroup Inv Global Equity FF A22.626.024.6More InfoInvest
Coronation Global Managed (ZAR) FF A15.120.222.8More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund 17.920.920.3More InfoInvest
Old Mutual Global Equity Fund 15.727.828.0More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 March 2016
Kagiso Islamic Equity1.77.37.6More InfoInvest
Kagiso Islamic Balanced1.58.2More InfoInvest
27four Balanced Prescient FoF A17.712.614.7More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at 31 March 2016
Momentum Best Blend Specialist Eq A-2.2312.716.1More InfoInvest
Momentum Income Plus A9.27.68.0More InfoInvest
Momentum Inflation Linked Bond A4.54.37.8More InfoInvest
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