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 December 2017
Allan Gray Equity A14.09.712.7More InfoInvest
Coronation Top 20 A18.18.011.5More InfoInvest
Foord Equity R4.62.79.7More InfoInvest
Prudential Dividend Maximiser A15.17.511.8More InfoInvest
Prudential Equity A16.48.112.5More InfoInvest
36ONE MET Equity11.57.6More InfoInvest
Marriott Dividend Growth R13.75.810.9More InfoInvest
Satrix ALSI Index A120.08.210.8More InfoInvest
Satrix MSCI World Equity Index FF A29.910.6More InfoInvest
Investec Equity Fund12.09.012.8More InfoInvest
Allan Gray SA Equity Fund14.7More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 December 2017
Coronation Balanced Plus A12.77.911.9More InfoInvest
Investec Value A-13.011.610.5More InfoInvest
PSG Flexible10.011.014.9More InfoInvest
Nedgroup Investments Opportunity Fund3.08.311.2More InfoInvest
Foord Flexible FoF B25.69.813.9More InfoInvest
Rezco Managed Plus Fund5.96.2More InfoInvest
Truffle MET Flexible Fund7.06.712.0More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 December 2017
Allan Gray Balanced A11.09.812.3More InfoInvest
Coronation Capital Plus6.95.28.0More InfoInvest
Foord Balanced B26.94.99.2
More InfoInvest
Investec Managed A12.010.111.8More InfoInvest
Investec Opportunity A8.97.68.7More InfoInvest
Investec Worldwide Flexible Fund2.0More InfoInvest
Prudential Balanced A11.88.011.8More InfoInvest
PSG Balanced A11.09.513.0More InfoInvest
Nedgroup Core Diversified12.47.711.2More InfoInvest
Rezco Value Trend A5.84.89.8More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 December 2017
Coronation Balanced Defensive A7.86.68.8More InfoInvest
Investec Cautious Managed A7.16.68.0More InfoInvest
Nedgroup Inv Stable A7.16.28.7More InfoInvest
Prudential Inflation Plus X10.37.59.9More InfoInvest
Prosperity IP Worldwide Flexible FoF A3.68.5More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
8.37.99.5More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 December 2017
Allan Gray Bond A11.68.27.3More InfoInvest
Allan Gray Money Market8.07.46.7More InfoInvest
Allan Gray Optimal A3.27.48.2More InfoInvest
Allan Gray Stable A9.69.810.2More InfoInvest
Foord Conservative R7.35.5More InfoInvest
Coronation Strategic Income9.38.48.0More InfoInvest
Investec Diversified Income A8.08.37.3More InfoInvest
Nedgroup Inv Flexible Inc A6.07.77.7More InfoInvest
Nedgroup Core Guarded9.87.69.4More InfoInvest
Prescient Income Provider Fund 8.48.89.4More InfoInvest
Property 1 year3yrs5yrsData as at 31 December 2017
Nedgroup Inv Property A1-1.55.710.1More InfoInvest
Prudential Enh SA Prop Tracker A14.411.613.9More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund0.96.514.6More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 December 2017
Allan Gray - Orbis Global Optimal FoF-.057.411.8More InfoInvest
Allan Gray - Orbis Global Equity FF15.716.124.1More InfoInvest
Allan Gray - Orbis Global FoF7.112.618.3More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A26.29.812.9More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A-3.75.410.9More InfoInvest
Coronation Global Opp Eq [ZAR] FF A12.39.618.9More InfoInvest
Coronation Optimum Growth A13.79.516.6More InfoInvest
Foord International FF R3.67.613.9More InfoInvest
Investec Global Strategic Managed FF A5.78.315.2More InfoInvest
Investec Global Franchise Feeder Fund10.911.718.1More InfoInvest
Nedgroup Inv Global Equity FF A10.110.918.9More InfoInvest
Coronation Global Managed (ZAR) FF A3.97.615.6More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund -8.24.712.3More InfoInvest
Old Mutual Global Equity Fund 12.212.924.0More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 December 2017
Kagiso Islamic Equity11.16.69.4More InfoInvest
Kagiso Islamic Balanced9.15.58.4More InfoInvest
27four Balanced Prescient FoF A18.67.510.6More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at at 31 December 2017
Momentum Income Plus A8.69.08.1More InfoInvest
Momentum Inflation Linked Bond A2.34.34.4More InfoInvest
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