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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 August 2016
Allan Gray Equity A15.113.615.5More InfoInvest
Coronation Top 20 A8.28.514.4More InfoInvest
Foord Equity R6.811.817.3More InfoInvest
Prudential Dividend Maximiser A7.210.815.0More InfoInvest
Prudential Equity A4.310.015.1More InfoInvest
36ONE MET Equity8.414.5More InfoInvest
Marriott Dividend Growth R8.915.116.6More InfoInvest
Satrix ALSI Index A17.99.9More InfoInvest
Satrix MSCI World Equity Index FF A216.9More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 August 2016
Coronation Balanced Plus A9.111.014.9More InfoInvest
Investec Value A68.119.613.0More InfoInvest
PSG Flexible11.013.516.2More InfoInvest
Nedgroup Investments Opportunity Fund9.213.015.1More InfoInvest
Foord Flexible FoF B212.313.520.5More InfoInvest
Rezco Managed Plus Fund-0.19.9More InfoInvest
Truffle MET Flexible Fund6.716.218.4More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 August 2016
Allan Gray Balanced A16.612.414.8More InfoInvest
Coronation Capital Plus8.08.711.4More InfoInvest
Foord Balanced B28.210.314.7More InfoInvest
Investec Managed A10.512.714.6More InfoInvest
Investec Opportunity A12.510.712.7More InfoInvest
Prudential Balanced A7.911.714.8More InfoInvest
PSG Balanced A8.411.314.1More InfoInvest
Nedgroup Core Diversified9.812.915.0More InfoInvest
Rezco Value Trend A1.09.316.9More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 August 2016
Coronation Balanced Defensive A9.49.711.8More InfoInvest
Investec Cautious Managed A8.99.410.3More InfoInvest
Nedgroup Inv Stable A8.29.512.0More InfoInvest
Prudential Inflation Plus X8.411.513.2More InfoInvest
Prosperity IP Worldwide Flexible FoF A10.8More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 August 2016
Allan Gray Bond A5.77.67.2More InfoInvest
Allan Gray Money Market7.26.56.0More InfoInvest
Allan Gray Optimal A11.310.68.1More InfoInvest
Allan Gray Stable A14.39.7
10.8More InfoInvest
Foord Conservative R8.6More InfoInvest
Coronation Strategic Income9.38.48.8More InfoInvest
Investec Diversified Income A9.17.78.1More InfoInvest
Nedgroup Inv Flexible Inc A9.98.88.6More InfoInvest
Nedgroup Core Guarded9.111.011.8More InfoInvest
Prescient Income Provider Fund 8.810.19.4More InfoInvest
Property 1 year3yrs5yrsData as at 31 August 2016
Nedgroup Inv Property A10.813.316.5More InfoInvest
Prudential Enh SA Prop Tracker A5.517.417.3More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 August 2016
Allan Gray - Orbis Global Optimal FoF18.812.117.3More InfoInvest
Allan Gray - Orbis Global Equity FF27.618.827.9More InfoInvest
Allan Gray - Orbis Global FoF24.216.422.9More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A32.210.516.3More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A17.414.719.8More InfoInvest
Coronation Global Opp Eq [ZAR] FF A14.519.326.2More InfoInvest
Coronation Optimum Growth A23.815.922.6More InfoInvest
Foord International FF R14.715.922.0More InfoInvest
Investec Global Strategic Managed FF A14.217.121.1More InfoInvest
Investec Global Franchise Feeder Fund22.021.625.1More InfoInvest
Nedgroup Inv Global Equity FF A16.620.926.1More InfoInvest
Coronation Global Managed (ZAR) FF A18.216.423.2More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund 16.018.420.3More InfoInvest
Old Mutual Global Equity Fund 14.521.729.4More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 August 2016
Kagiso Islamic Equity14.87.49.9More InfoInvest
Kagiso Islamic Balanced12.07.08.9More InfoInvest
27four Balanced Prescient FoF A19.311.615.0More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at 31 August 2016
Momentum Best Blend Specialist Eq A4.611.416.6More InfoInvest
Momentum Income Plus A9.48.48.1More InfoInvest
Momentum Inflation Linked Bond A6.57.37.5More InfoInvest
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