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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 30 April 2017
Allan Gray Equity A4.77.713.4More InfoInvest
Coronation Top 20 A8.95.412.9More InfoInvest
Foord Equity R2.35.212.6More InfoInvest
Prudential Dividend Maximiser A5.25.912.4More InfoInvest
Prudential Equity A7.56.413.1More InfoInvest
36ONE MET Equity3.38.9More InfoInvest
Marriott Dividend Growth R1.88.512.7More InfoInvest
Satrix ALSI Index A13.55.3More InfoInvest
Satrix MSCI World Equity Index FF A26.013.2More InfoInvest
Investec Equity Fund1.09.614.3More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 30 April 2017
Coronation Balanced Plus A4.87.512.6More InfoInvest
Investec Value A2.88.110.8More InfoInvest
PSG Flexible10.210.315.2More InfoInvest
Nedgroup Investments Opportunity Fund7.49.312.6More InfoInvest
Foord Flexible FoF B23.99.115.5More InfoInvest
Rezco Managed Plus Fund1.16.6More InfoInvest
Truffle MET Flexible Fund4.09.913.4More InfoInvest
Moderate 1 year3yrs5yrsData as at 30 April 2017
Allan Gray Balanced A5.18.813.1More InfoInvest
Coronation Capital Plus5.86.29.5More InfoInvest
Foord Balanced B22.56.311.3
More InfoInvest
Investec Managed A3.29.312.0More InfoInvest
Investec Opportunity A2.07.610.3More InfoInvest
Investec Worldwide Flexible Fund0.2More InfoInvest
Prudential Balanced A6.48.513.0More InfoInvest
PSG Balanced A9.69.113.1More InfoInvest
Nedgroup Core Diversified3.78.212.6More InfoInvest
Rezco Value Trend A1.36.012.2More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 30 April 2017
Coronation Balanced Defensive A6.27.510.2More InfoInvest
Investec Cautious Managed A4.27.19.2More InfoInvest
Nedgroup Inv Stable A4.47.510.0More InfoInvest
Prudential Inflation Plus X4.18.111.3More InfoInvest
Prosperity IP Worldwide Flexible FoF A4.8More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
6.98.210.2More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 30 April 2017
Allan Gray Bond A11.68.57.8More InfoInvest
Allan Gray Money Market7.97.06.4More InfoInvest
Allan Gray Optimal A7.810.68.5More InfoInvest
Allan Gray Stable A6.18.810.0More InfoInvest
Foord Conservative R3.76.4More InfoInvest
Coronation Strategic Income9.08.28.6More InfoInvest
Investec Diversified Income A6.77.57.5More InfoInvest
Nedgroup Inv Flexible Inc A8.48.38.3More InfoInvest
Nedgroup Core Guarded5.38.210.5More InfoInvest
Prescient Income Provider Fund 9.19.79.5More InfoInvest
Property 1 year3yrs5yrsData as at 30 April 2017
Nedgroup Inv Property A118.014.316.3 More InfoInvest
Prudential Enh SA Prop Tracker A0.814.715.8More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund -8.312.117.1More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 30 April 2017
Allan Gray - Orbis Global Optimal FoF-3.07.813.6More InfoInvest
Allan Gray - Orbis Global Equity FF13.814.724.4More InfoInvest
Allan Gray - Orbis Global FoF7.812.819.7More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A14.37.113.3More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A0.49.815.4More InfoInvest
Coronation Global Opp Eq [ZAR] FF A4.813.520.6More InfoInvest
Coronation Optimum Growth A11.611.818.8More InfoInvest
Foord International FF R0.310.817.0More InfoInvest
Investec Global Strategic Managed FF A2.911.117.3More InfoInvest
Investec Global Franchise Feeder Fund2.615.320.3More InfoInvest
Nedgroup Inv Global Equity FF A7.014.121.0 More InfoInvest
Coronation Global Managed (ZAR) FF A7.312.019.1More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund -1.212.515.9More InfoInvest
Old Mutual Global Equity Fund 9.915.725.5More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 30 April 2017
Kagiso Islamic Equity10.84.69.6More InfoInvest
Kagiso Islamic Balanced7.64.58.7More InfoInvest
27four Balanced Prescient FoF A15.18.512.6More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at at 30 April 2017
Momentum Best Blend Specialist Eq A5.57.113.4More InfoInvest
Momentum Income Plus A9.08.38.2More InfoInvest
Momentum Inflation Linked Bond A3.65.46.5More InfoInvest
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