Investonline Fund Performance
Investonline provides tailored active and passive (index) strategies with a proven track record.
| Past Performance | Asset Allocation | |||||||
|---|---|---|---|---|---|---|---|---|
| Investonline (IO) Portfolios | 1yr | 3yr | 5yr | 10yr | 15yr | Offshore % | Total Equity % | |
Equities | IO High Growth | 24.6% | 18.2% | 15.4% | 10.0% | 12.5% | 40% | 95% |
| IO Balanced | 19.5% | 14.9% | 13.0% | 9.0% | 10.9% | 40% | 70% | |
| IO Cautious | 16.8% | 13.9% | 12.4% | 9.1% | 9.4% | 20% | 40% | |
Regulation 28 | IO Income | 9.3% | 10.2% | 8.7% | 8.1% | 8.5% | 0% | 0% |
| IO Offshore High Growth | 16.3% | 17.0% | 14.4% | 14.0% | 18.8% | 100% | 100% | |
| IO Offshore Growth | 10.8% | 13.1% | 11.4% | 10.5% | 12.7% | 75% | 75% | |
Global Focus (ZAR) | IO Offshore Balanced | 13.4% | 14.0% | 12.1% | 10.4% | 11.9% | 60% | 70% |
Let us help you with a free comparison to find the best portfolio for your needs, ensuring your investment aligns with your risk tolerance and growth objectives.
Offshore Investing: Performance
Investonline provides tailored active and passive (index ETF) strategies with a proven track record.
| Past Performance (in US$) | ||||||
|---|---|---|---|---|---|---|
| World Markets | 1yr | 3yr | 5yr | 10yr | 15yr | |
| World | ||||||
| MSCI World Equity Index USD Net | 29.2% | 19.7% | 11.3% | 12.7% | 10.4% | |
| United States | ||||||
| S&P 500 Total Return | 31.1% | 21.7% | 13.1% | 15.4% | 13.8% | |
| Europe | ||||||
| MSCI Europe Index USD Net | 22.2% | 14.3% | 9.3% | 9.0% | 6.2% | |
| Emerging Markets | ||||||
| MSCI Emerging Markets Index USD Net | 46.7% | 20.7% | 6.1% | 9.2% | 4.4% | |
Offshore Returns ($) | ||||||
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Unit Trust Fund Fact Sheets
Access Unit Trust Fund Fact Sheets (Click on any below)
Prosperity BCI
Allan Gray
Catalyst Fund Managers
Coronation
Foord
Camissa Asset Management
Nedgroup Investments
Ninety One
Old Mutual
Perpetua
Prime Investments
Sesfikile Capital
Stay Informed with Real-Time Unit Trust Data
Up-to-date unit trust performance info to help you track your investments and spot new opportunities.
Smart Long-Term Investing
For the best results, hold unit trusts for 3–5 years. This strategy often delivers above-inflation returns, especially for smaller, long-term investments. Investonline helps you stay on top of your funds’ performance with consistent updates and insights.
Manage Risk with Confidence
Our online platform helps you manage investment risk with access to the latest fund data and insights tailored to your goals. Learn how unit trusts can support your financial strategy by reaching out to Investonline.
Track Unit Trust Performance
Looking to grow your savings? Unit trusts are a great option for open investments and conservative investors. Open-ended funds let you invest in units that reflect the fund’s changing value, so staying updated helps you make the most of your money.
Easy Online Access
Investonline makes it simple to buy unit trusts online. You’ll get access to real-time performance charts, market updates, and tools to help you choose funds that match your strategy and goals. Contact us for support or information.
A Quick Look at Unit Trusts
Unit trusts started in 1931 in the UK and have become a popular, low-risk investment choice worldwide, including in South Africa. They’re ideal for investors seeking a simple, flexible way to invest. With high liquidity and professional fund management, unit trusts are a smart option for building long-term financial security—especially with regular monthly contributions.
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