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 October 2017
Allan Gray Equity A14.59.413.3More InfoInvest
Coronation Top 20 A22.49.012.8More InfoInvest
Foord Equity R13.25.612.3More InfoInvest
Prudential Dividend Maximiser A19.58.212.9More InfoInvest
Prudential Equity A20.48.513.4More InfoInvest
36ONE MET Equity16.710.8More InfoInvest
Marriott Dividend Growth R10.26.011.4More InfoInvest
Satrix ALSI Index A119.28.0More InfoInvest
Satrix MSCI World Equity Index FF A227.316.7More InfoInvest
Investec Equity Fund17.311.314.1More InfoInvest
Allan Gray SA Equity FundMore InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 October 2017
Coronation Balanced Plus A15.18.412.3More InfoInvest
Investec Value A-2.613.411.2More InfoInvest
PSG Flexible12.511.014.7More InfoInvest
Nedgroup Investments Opportunity Fund12.69.511.7More InfoInvest
Foord Flexible FoF B216.011.114.9More InfoInvest
Rezco Managed Plus Fund12.28.1More InfoInvest
Truffle MET Flexible Fund11.69.613.9More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 October 2017
Allan Gray Balanced A13.110.512.9More InfoInvest
Coronation Capital Plus11.26.79.2More InfoInvest
Foord Balanced B213.87.510.8
More InfoInvest
Investec Managed A16.011.812.6More InfoInvest
Investec Opportunity A12.09.19.8More InfoInvest
Investec Worldwide Flexible Fund18.9More InfoInvest
Prudential Balanced A15.59.112.7More InfoInvest
PSG Balanced A11.59.812.6More InfoInvest
Nedgroup Core Diversified13.38.612.1More InfoInvest
Rezco Value Trend A11.87.711.5More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 October 2017
Coronation Balanced Defensive A10.97.89.7More InfoInvest
Investec Cautious Managed A9.88.08.8More InfoInvest
Nedgroup Inv Stable A11.18.09.5More InfoInvest
Prudential Inflation Plus X10.38.010.5More InfoInvest
Prosperity IP Worldwide Flexible FoF A3.78.9More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
11.99.310.3More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 October 2017
Allan Gray Bond A7.97.17.1More InfoInvest
Allan Gray Money Market8.07.36.6More InfoInvest
Allan Gray Optimal A3.48.28.2More InfoInvest
Allan Gray Stable A12.410.610.4More InfoInvest
Foord Conservative R11.77.4More InfoInvest
Coronation Strategic Income8.88.28.0More InfoInvest
Investec Diversified Income A7.88.57.3More InfoInvest
Nedgroup Inv Flexible Inc A8.38.48.1More InfoInvest
Nedgroup Core Guarded10.68.410.0More InfoInvest
Prescient Income Provider Fund 8.79.19.3More InfoInvest
Property 1 year3yrs5yrsData as at 31 October 2017
Nedgroup Inv Property A16.18.812.3More InfoInvest
Prudential Enh SA Prop Tracker A10.611.714.5More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund12.812.916.8More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 October 2017
Allan Gray - Orbis Global Optimal FoF8.211.313.4More InfoInvest
Allan Gray - Orbis Global Equity FF28.319.225.8More InfoInvest
Allan Gray - Orbis Global FoF19.917.020.4More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A35.412.015.9More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A11.411.313.6More InfoInvest
Coronation Global Opp Eq [ZAR] FF A25.116.021.2More InfoInvest
Coronation Optimum Growth A24.914.419.3More InfoInvest
Foord International FF R18.814.016.3More InfoInvest
Investec Global Strategic Managed FF A20.514.417.7More InfoInvest
Investec Global Franchise Feeder Fund22.718.220.5More InfoInvest
Nedgroup Inv Global Equity FF A28.917.321.4More InfoInvest
Coronation Global Managed (ZAR) FF A20.213.118.2More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund 6.812.114.8More InfoInvest
Old Mutual Global Equity Fund 34.720.026.5More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 October 2017
Kagiso Islamic Equity21.28.410.9More InfoInvest
Kagiso Islamic Balanced15.57.29.2More InfoInvest
27four Balanced Prescient FoF A111.68.811.6More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at at 31 October 2017
Momentum Income Plus A8.98.98.2More InfoInvest
Momentum Inflation Linked Bond A0.23.95.0More InfoInvest
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