Aggressive		1 year	3 years	5 years	31 May 2025
Allan Gray Equity A		18.9%	13.8%	17.2%	Info
Coronation Top 20 A		22.7%	12.9%	17.4%	Info
Foord Equity A		23.6%	15.5%	17.7%	Info
M&G Dividend Maximiser Fund A		23.1%	11.8%	17.4%	Info
M&G Equity Fund A		20.2%	9.7%	18.1%	Info
Marriott Dividend Growth R		13.5%	8.7%	9.6%	Info
Satrix Alsi Index A1		26.4%	12.9%	16.8%	Info
Satrix MSCI World Index A1		8.4%	17.7%	13.8%	Info
Ninety One Equity R		18.3%	9.5%	14.4%	Info
Allan Gray SA Equity A		19.0%	13.8%	17.2%	Info
PSG Equity A		17.8%	13.2%	22.8%	Info
Ninety One Value R		30.3%	17.1%	20.2%	Info

Moderately Aggressive		1yr	3yrs	5yrs	31 May 2025
Coronation Balanced Plus A		19.1%	13.4%	14.4%	Info
PSG Flexible A		15.8%	12.1%	20.9%	Info
Nedgroup Investments Opportunity Fund A		25.1%	12.5%	17.1%	Info
Foord Flexible FoF A		10.1%	11.1%	8.5%	Info
Rezco Managed Plus Fund A		4.7%	6.4%	4.4%	Info
Truffle SCI Flexible Fund A		21.6%	10.7%	14.0%	Info
Nedgroup Investments Core Accelerated Fund B		17.1%	12.7%	15.5%	Info
Coronation Market Plus Fund A		19.90%	14.7%	15.9%	Info

Moderate		1yr	3yrs	5yrs	31 May 2025
Allan Gray Balanced A		17.2%	12.8%	14.5%	Info
Coronation Capital Plus		18.0%	13.0%	12.6%	Info
Foord Balanced A		13.5%	11.4%	11.0%	Info
Ninety One Managed R		14.3%	10.3%	9.7%	Info
Ninety One Opportunity R		16.6%	13.5%	11.0%	Info
Ninety One Worldwide Flexible Fund E		14.5%	11.3%	10.7%	Info
Amplify SCI Balanced A1		17.3%	11.4%	13.3%	Info
M&G Balanced A		17.8%	11.5%	14.0%	Info
PSG Balanced A		17.8%	12.5%	19.9%	Info
Nedgroup Core Diversified B		16.6%	12.2%	14.0%	Info
Rezco Value Trend A		6.5%	7.0%	4.9%	Info
Prescient Balanced Fund		17.4%	11.8%	13.1%	Info

Moderately Conservative		1yr	3yrs	5yrs	31 May 2025
Coronation Balanced Defensive A		15.1%	11.7%	10.8%	Info
Ninety One Cautious Managed A		13.8%	10.2%	7.9%	Info
Nedgroup Inv Stable A		10.9%	9.9%	8.4%	Info
M&G Inflation Plus A		16.6%	10.1%	11.5%	Info
Prosperity IP Worldwide Flexible FoF A		19.3%	15.4%	11.6%	Info
Sanlam Investment Management Inflation Plus Fund		13.0%	9.1%	8.6%	Info

Conservative/ Income Fund		1yr	3yrs	5yrs	31 May 2025
Allan Gray Bond A		19.0%	10.6%	9.3%	Info
Allan Gray Money Market		8.6%	8.1%	6.7%	Info
Allan Gray Optimal A		5.8%	3.6%	5.0%	Info
Allan Gray Stable A		14.0%	10.6%	11.2%	Info
Coronation Strategic Income A		12.4%	9.8%	8.3%	Info
Ninety One Diversified Income A		10.8%	8.7%	7.5%	Info
Camissa Stable Fund A		28.5%	13.0%	15.6%	Info
Nedgroup Inv Flexible Inc A		11.1%	9.1%	8.3%	Info
Nedgroup Inv Core Guarded B		14.5%	10.7%	11.0%	Info
Prescient Income Provider Fund A1		11.9%	9.5%	8.2%	Info
Old Mutual Multi-managers Enhanced Income Fund		10.2%	8.6%	7.6%	Info

Property		1yr	3yrs	5yrs	31 May 2025
Nedgroup Inv Property A		27.4%	12.4%	17.5%	Info
Catalyst Global Real Estate Prescient Feeder Fund		4.4%	2.4%	3.6%	Info

Offshore Funds		1yr	3yrs	5yrs	31 May 2025
Allan Gray - Orbis Global Optimal FoF		7.3%	12.5%	8.4%	Info
Allan Gray - Orbis Global Equity FF		10.6%	18.7%	14.2%	Info
Allan Gray - Orbis Global Balanced Feeder		17.2%	18.0%	15.3%	Info
Coronation Global Em Mkts Flex [ZAR] A		6.1%	14.8%	3.0%	Info
Coronation Global Cap. Plus [ZAR] FF A		7.1%	12.2%	6.2%	Info
Foord International FF A		4.3%	6.1%	4.8%	Info
Ninety One Global Strategic Managed FF A		2.6%	7.5%	5.4%	Info
Ninety One Global Franchise Feeder Fund A		12.3%	14.5%	9.2%	Info
Nedgroup Inv Global Equity FF A		6.0%	12.9%	9.0%	Info
Coronation Global Managed (ZAR) FF A		23.1%	18.4%	9.5%	Info
Nedgroup Investments Global Cautious Feeder Fund B2		3.9%	9.1%	4.3%	Info
Old Mutual Global Equity Fund R		11.3%	18.6%	15.2%	Info
Coronation Global Equity Select [ZAR] Feeder Fund A		27.0%	22.0%	11.0%	Info
Coronation Global Optimum Growth [ZAR] Feeder Fund		17.7%	18.9%	7.3%	Info
Coronation Global Strategic USD Income [ZAR] Feeder Fund		1.2%	9.8%	3.7%	Info

Shari'ah Compliant		1yr	3yrs	5yrs	31 May 2025
Camissa Islamic Equity		11.6%	3.7%	14.1%	Info
Camissa Islamic Balanced		8.9%	4.8%	11.6%	Info
27four Shari'ah Balanced FoF A1		8.3%	6.3%	9.5%	Info

Stay Informed with Real-Time Unit Trust Data

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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.