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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.

AggressiveYTD1 year3yrs5yrsData as at 31 December 2015
Allan Gray Equity A6.36.313.613.6More InfoInvest
Coronation Top 20 A-9.8-9.87.210.5More InfoInvest
Foord Equity R1.41.414.015.7More InfoInvest
Prudential Dividend Maximiser A6.56.514.314.1More InfoInvest
Prudential Equity A4.24.214.014.2More InfoInvest
Rezco Value Trend A15.515.517.018.6More InfoInvest
36ONE MET Equity18.418.420.8More InfoInvest
Marriott Dividend Growth R2.52.513.115.0More InfoInvest
Satrix ALSI Index A14.04.011.1More InfoInvest
Satrix MSCI World Equity Index FF A231.231.2More InfoInvest
Moderately AggressiveYTD1 year3yrs5yrsData as at 31 December 2015
Coronation Balanced Plus A8.18.114.614.1More InfoInvest
Investec Value A-12.6-12.61.31.3More InfoInvest
PSG Flexible5.05.015.714.2More InfoInvest
Nedgroup Investments Opportunity Fund4.64.611.5More InfoInvest
Foord Flexible FoF B220.620.621.421.1More InfoInvest
ModerateYTD1 year3yrs5yrsData as at 31 December 2015
Allan Gray Balanced A12.312.314.813.9More InfoInvest
Coronation Capital Plus4.64.69.710.6More InfoInvest
Foord Balanced B29.19.113.614.4More InfoInvest
Investec Managed A16.916.915.214.2More InfoInvest
Investec Opportunity A13.513.511.512.4More InfoInvest
Prudential Balanced X8.48.414.514.1More InfoInvest
STANLIB Balanced A6.86.811.112.4More InfoInvest
PSG Balanced A5.05.013.812.6More InfoInvest
Nedgroup XS Core Diversified8.58.513.813.9More InfoInvest
Moderately ConservativeYTD1 year3yrs5yrsData as at 31 December 2015
Coronation Balanced Defensive A8.18.110.811.8More InfoInvest
Investec Cautious Managed A11.611.610.710.7More InfoInvest
Nedgroup Inv Stable A11.411.412.112.4More InfoInvest
Prudential Inflation Plus X8.78.712.013.2More InfoInvest
Prosperity IP Worldwide Flexible FoF A10.110.1More InfoInvest
Cadiz Absolute Yield A5.55.55.77.1More InfoInvest
Conservative/ Income FundYTD1 year3yrs5yrsData as at 31 December 2015
Allan Gray Bond A-1.24-1.243.56.6More InfoInvest
Allan Gray Money Market6.66.66.05.8More InfoInvest
Allan Gray Optimal A6.96.98.66.4More InfoInvest
Allan Gray Stable A13.713.711.810.9More InfoInvest
Foord Conservative R9.29.2More InfoInvest
Coronation Strategic Income6.76.77.28.7More InfoInvest
Investec Diversified Income A9.39.37.07.9More InfoInvest
Nedgroup Inv Flexible Inc A7.27.27.68.7More InfoInvest
Nedgroup XS Core Guarded8.18.110.711.3More InfoInvest
PropertyYTD1 year3yrs5yrsData as at 31 December 2015
Nedgroup Inv Property A14.34.312.916.9More InfoInvest
Prudential Enh SA Prop Tracker A10.110.115.017.2More InfoInvest
Offshore FundsYTD1 year3yrs5yrData as at 31 December 2015
Allan Gray - Orbis Global Optimal FoF32.232.223.119.2More InfoInvest
Allan Gray - Orbis Global Equity FF29.529.534.526.4More InfoInvest
Allan Gray - Orbis Global FoF31.131.128.622.9More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A3.73.712.814.2More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A30.730.723.220.9More InfoInvest
Coronation Global Opp Eq [ZAR] FF A32.132.133.626.9More InfoInvest
Coronation Optimum Growth A19.819.825.323.4More InfoInvest
Foord International FF R36.636.628.223.7More InfoInvest
Investec Global Strategic Managed FF A31.031.028.022.2More InfoInvest
Investec Global Opportunity Equity FoF A43.943.933.426.4More InfoInvest
Nedgroup Inv Global Equity FF A36.136.133.527.0More InfoInvest
Coronation Global Managed (ZAR) FF A25.625.627.824.8More InfoInvest
Prescient RECM Global FF A0.40.4More InfoInvest
RECM Global Flexible A-19.7-19.71.45.1More InfoInvest
Shari'ah CompliantYTD1 year3yrs5yrsData as at 31 December 2015
Kagiso Islamic Equity-7.4-7.46.26.5More InfoInvest
Kagiso Islamic Balanced-2.5-2.57.4More InfoInvest
27four Balanced Prescient FoF A111.611.614.114.5More InfoInvest
Boutique FundsYTD1 year3yrs5yrsData as at 31 December 2015
Momentum Best Blend Specialist Eq A1.81.814.415.9More InfoInvest
Momentum Income Plus A8.68.67.48.0More InfoInvest
Momentum Inflation Linked Bond A3.13.14.07.6More InfoInvest
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