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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 2016
Allan Gray Equity A6.415.114.6More InfoInvest
Coronation Top 20 A-2.912.513.3More InfoInvest
Foord Equity R-1.814.716.4More InfoInvest
Prudential Dividend Maximiser A-1.013.513.5More InfoInvest
Prudential Equity A-2.713.613.8More InfoInvest
36ONE MET Equity0.0More InfoInvest
Marriott Dividend Growth R-1.614.716.2More InfoInvest
Satrix ALSI Index A1-0.513.2More InfoInvest
Satrix MSCI World Equity Index FF A214.1More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 30 April 2016
Coronation Balanced Plus A2.512.913.9More InfoInvest
Investec Value A29.320.810.0More InfoInvest
PSG Flexible5.317.115.3More InfoInvest
Nedgroup Investments Opportunity Fund5.313.8More InfoInvest
Foord Flexible FoF B28.416.419.4More InfoInvest
Rezco Managed Plus Fund3.513.4More InfoInvest
Truffle MET Flexible Fund3.617.817.9More InfoInvest
Moderate 1 year3yrs5yrsData as at 30 April 2016
Allan Gray Balanced A11.414.314.4More InfoInvest
Coronation Capital Plus2.19.310.7More InfoInvest
Foord Balanced B214.112.214.0More InfoInvest
Investec Managed A11.215.114.4More InfoInvest
Investec Opportunity A12.112.112.7More InfoInvest
Prudential Balanced A3.213.413.7More InfoInvest
PSG Balanced A2.813.713.5More InfoInvest
Nedgroup Core Diversified3.713.914.3More InfoInvest
Rezco Value Trend A3.412.716.7More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 30 April 2016
Coronation Balanced Defensive A5.29.411.5More InfoInvest
Investec Cautious Managed A8.210.010.6More InfoInvest
Nedgroup Inv Stable A6.810.411.8More InfoInvest
Prudential Inflation Plus X5.410.813.1More InfoInvest
Prosperity IP Worldwide Flexible FoF A13.1More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 30 April 2016
Allan Gray Bond A3.54.57.8More InfoInvest
Allan Gray Money Market6.86.25.9More InfoInvest
Allan Gray Optimal A10.69.87.7More InfoInvest
Allan Gray Stable A13.710.9
11.1More InfoInvest
Foord Conservative R5.6More InfoInvest
Coronation Strategic Income7.77.39.0More InfoInvest
Investec Diversified Income A9.37.08.4More InfoInvest
Nedgroup Inv Flexible Inc A8.68.38.9More InfoInvest
Nedgroup Core Guarded5.810.611.7More InfoInvest
Prescient Income Provider Fund 8.410.09.5More InfoInvest
Property 1 year3yrs5yrsData as at 30 April 2016
Nedgroup Inv Property A1-6.68.917.1More InfoInvest
Prudential Enh SA Prop Tracker A8.413.319.4More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 30 April 2016
Allan Gray - Orbis Global Optimal FoF24.117.517.2More InfoInvest
Allan Gray - Orbis Global Equity FF13.223.623.5More InfoInvest
Allan Gray - Orbis Global FoF19.320.621.1More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A-3.68.912.2More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A15.517.118.4More InfoInvest
Coronation Global Opp Eq [ZAR] FF A9.122.523.1More InfoInvest
Coronation Optimum Growth A7.218.220.5More InfoInvest
Foord International FF R14.819.420.4More InfoInvest
Investec Global Strategic Managed FF A10.919.519.0More InfoInvest
Investec Global Franchise Feeder Fund22.723.623.3More InfoInvest
Nedgroup Inv Global Equity FF A17.024.323.5More InfoInvest
Coronation Global Managed (ZAR) FF A10.219.521.9More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund 17.419.620.3More InfoInvest
Old Mutual Global Equity Fund 14.826.427.1More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 30 April 2016
Kagiso Islamic Equity0.99.98.2More InfoInvest
Kagiso Islamic Balanced2.09.4More InfoInvest
27four Balanced Prescient FoF A16.112.514.4More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at 30 April 2016
Momentum Best Blend Specialist Eq A-4.413.815.8More InfoInvest
Momentum Income Plus A9.17.68.0More InfoInvest
Momentum Inflation Linked Bond A4.64.58.2More InfoInvest
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