Aggressive1 year3 years5 years31 May 2025
Allan Gray Equity A18.9%13.8%17.2%Info
Coronation Top 20 A22.7%12.9%17.4%Info
Foord Equity A23.6%15.5%17.7%Info
M&G Dividend Maximiser Fund A23.1%11.8%17.4%Info
M&G Equity Fund A20.2%9.7%18.1%Info
Marriott Dividend Growth R13.5%8.7%9.6%Info
Satrix Alsi Index A126.4%12.9%16.8%Info
Satrix MSCI World Index A18.4%17.7%13.8%Info
Ninety One Equity R18.3%9.5%14.4%Info
Allan Gray SA Equity A19.0%13.8%17.2%Info
PSG Equity A17.8%13.2%22.8%Info
Ninety One Value R30.3%17.1%20.2%Info

Moderately Aggressive1yr3yrs5yrs31 May 2025
Coronation Balanced Plus A19.1%13.4%14.4%Info
PSG Flexible A15.8%12.1%20.9%Info
Nedgroup Investments Opportunity Fund A25.1%12.5%17.1%Info
Foord Flexible FoF A10.1%11.1%8.5%Info
Rezco Managed Plus Fund A4.7%6.4%4.4%Info
Truffle SCI Flexible Fund A21.6%10.7%14.0%Info
Nedgroup Investments Core Accelerated Fund B17.1%12.7%15.5%Info
Coronation Market Plus Fund A19.90%14.7%15.9%Info

Moderate1yr3yrs5yrs31 May 2025
Allan Gray Balanced A17.2%12.8%14.5%Info
Coronation Capital Plus18.0%13.0%12.6%Info
Foord Balanced A13.5%11.4%11.0%Info
Ninety One Managed R14.3%10.3%9.7%Info
Ninety One Opportunity R16.6%13.5%11.0%Info
Ninety One Worldwide Flexible Fund E14.5%11.3%10.7%Info
Amplify SCI Balanced A117.3%11.4%13.3%Info
M&G Balanced A17.8%11.5%14.0%Info
PSG Balanced A17.8%12.5%19.9%Info
Nedgroup Core Diversified B16.6%12.2%14.0%Info
Rezco Value Trend A6.5%7.0%4.9%Info
Prescient Balanced Fund17.4%11.8%13.1%Info

Moderately Conservative1yr3yrs5yrs31 May 2025
Coronation Balanced Defensive A15.1%11.7%10.8%Info
Ninety One Cautious Managed A13.8%10.2%7.9%Info
Nedgroup Inv Stable A10.9%9.9%8.4%Info
M&G Inflation Plus A16.6%10.1%11.5%Info
Prosperity IP Worldwide Flexible FoF A19.3%15.4%11.6%Info
Sanlam Investment Management
Inflation Plus Fund
13.0%9.1%8.6%Info

Conservative/ Income Fund1yr3yrs5yrs31 May 2025
Allan Gray Bond A19.0%10.6%9.3%Info
Allan Gray Money Market8.6%8.1%6.7%Info
Allan Gray Optimal A5.8%3.6%5.0%Info
Allan Gray Stable A14.0%10.6%11.2%Info
Coronation Strategic Income A12.4%9.8%8.3%Info
Ninety One Diversified Income A10.8%8.7%7.5%Info
Camissa Stable Fund A28.5%13.0%15.6%Info
Nedgroup Inv Flexible Inc A11.1%9.1%8.3%Info
Nedgroup Inv Core Guarded B14.5%10.7%11.0%Info
Prescient Income Provider Fund A111.9%9.5%8.2%Info
Old Mutual Multi-managers Enhanced Income Fund10.2%8.6%7.6%Info

Property1yr3yrs5yrs31 May 2025
Nedgroup Inv Property A27.4%12.4%17.5%Info
Catalyst Global Real Estate Prescient Feeder Fund4.4%2.4%3.6%Info

Offshore Funds1yr3yrs5yrs31 May 2025
Allan Gray - Orbis Global Optimal FoF7.3%12.5%8.4%Info
Allan Gray - Orbis Global Equity FF10.6%18.7%14.2%Info
Allan Gray - Orbis Global Balanced Feeder17.2%18.0%15.3%Info
Coronation Global Em Mkts Flex [ZAR] A6.1%14.8%3.0%Info
Coronation Global Cap. Plus [ZAR] FF A7.1%12.2%6.2%Info
Foord International FF A4.3%6.1%4.8%Info
Ninety One Global Strategic Managed FF A2.6%7.5%5.4%Info
Ninety One Global Franchise Feeder Fund A12.3%14.5%9.2%Info
Nedgroup Inv Global Equity FF A6.0%12.9%9.0%Info
Coronation Global Managed (ZAR) FF A23.1%18.4%9.5%Info
Nedgroup Investments Global Cautious Feeder Fund B23.9%9.1%4.3%Info
Old Mutual Global Equity Fund R11.3%18.6%15.2%Info
Coronation Global Equity Select [ZAR] Feeder Fund A27.0%22.0%11.0%Info
Coronation Global Optimum Growth [ZAR] Feeder Fund17.7%18.9%7.3%Info
Coronation Global Strategic USD Income [ZAR] Feeder Fund1.2%9.8%3.7%Info

Shari'ah Compliant1yr3yrs5yrs31 May 2025
Camissa Islamic Equity11.6%3.7%14.1%Info
Camissa Islamic Balanced8.9%4.8%11.6%Info
27four Shari'ah Balanced FoF A1
8.3%6.3%9.5%Info


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Smart Long-Term Investing

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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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