Aggressive		1 year	3 years	5 years	30 Apr 2025
Allan Gray Equity A		16.5%	12.5%	16.1%	Info
Coronation Top 20 A		20.9%	11.8%	16.8%	Info
Foord Equity A		23.4%	14.7%	17.2%	Info
M&G Dividend Maximiser Fund A		20.8%	10.7%	16.4%	Info
M&G Equity Fund A		18.5%	9.2%	17.3%	Info
Marriott Dividend Growth R		13.2%	7.4%	8.8%	Info
Satrix Alsi Index A1		23.8%	11.6%	16.1%	Info
Satrix MSCI World Index A1		10.1%	16.4%	13.2%	Info
Ninety One Equity R		15.4%	8.6%	13.6%	Info
Allan Gray SA Equity A		17.8%	9.7%	16.7%	Info
PSG Equity A		14.5%	12.2%	21.6%	Info
Ninety One Value R		29.5%	14.6%	18.5%	Info

Moderately Aggressive		1yr	3yrs	5yrs	30 Apr 2025
Coronation Balanced Plus A		15.4%	11.4%	13.7%	Info
PSG Flexible A		13.3%	11.4%	19.9%	Info
Nedgroup Investments Opportunity Fund A		24.2%	12.6%	16.9%	Info
Foord Flexible FoF A		10.0%	10.3%	8.1%	Info
Rezco Managed Plus Fund A		3.7%	6.2%	4.0%	Info
Truffle SCI Flexible Fund A		20.2%	10.5%	12.9%	Info
Nedgroup Investments Core Accelerated Fund B		16.0%	11.5%	14.8%	Info
Coronation Market Plus Fund A		16.3%	12.9%	15.1%	Info

Moderate		1yr	3yrs	5yrs	30 Apr 2025
Allan Gray Balanced A		15.5%	11.8%	13.7%	Info
Coronation Capital Plus		14.8%	11.7%	12.1%	Info
Foord Balanced A		13.1%	10.6%	10.6%	Info
Ninety One Managed R		13.0%	9.2%	9.0%	Info
Ninety One Opportunity R		15.8%	12.7%	10.8%	Info
Ninety One Worldwide Flexible Fund E		13.0%	10.0%	9.9%	Info
Amplify SCI Balanced A1		15.7%	10.5%	12.9%	Info
M&G Balanced A		16.4%	10.9%	13.8%	Info
PSG Balanced A		16.1%	11.9%	19.1%	Info
Nedgroup Core Diversified B		15.7%	11.1%	13.5%	Info
Rezco Value Trend A		5.2%	6.6%	4.4%	Info
Prescient Balanced Fund		15.8%	10.9%	12.8%	Info

Moderately Conservative		1yr	3yrs	5yrs	30 Apr 2025
Coronation Balanced Defensive A		13.4%	10.9%	10.7%	Info
Ninety One Cautious Managed A		12.9%	9.5%	8.0%	Info
Nedgroup Inv Stable A		10.9%	9.6%	8.4%	Info
M&G Inflation Plus A		15.5%	9.8%	11.4%	Info
Prosperity IP Worldwide Flexible FoF A		18.4%	14.8%	11.4%	Info
Sanlam Investment Management Inflation Plus Fund		13.0%	8.9%	8.6%	Info

Conservative/ Income Fund		1yr	3yrs	5yrs	30 Apr 2025
Allan Gray Bond A		16.9%	10.0%	10.2%	Info
Allan Gray Money Market		8.7%	8.0%	6.7%	Info
Allan Gray Optimal A		6.2%	3.1%	5.2%	Info
Allan Gray Stable A		13.7%	10.2%	11.0%	Info
Coronation Strategic Income A		12.4%	9.7%	8.4%	Info
Ninety One Diversified Income A		10.5%	8.6%	7.6%	Info
Camissa Stable Fund A		23.6%	11.4%	14.4%	Info
Nedgroup Inv Flexible Inc A		11.2%	9.1%	8.5%	Info
Nedgroup Core Guarded B		14.1%	10.1%	10.9%	Info
Prescient Income Provider Fund A1		11.8%	9.3%	8.2%	Info
Old Mutual Multi-managers Enhanced Income Fund		10.2%	8.6%	7.8%	Info

Property		1yr	3yrs	5yrs	30 Apr 2025
Nedgroup Inv Property A		26.4%	10.4%	17.8%	Info
Catalyst Global Real Estate Prescient Feeder Fund		7.4%	-0.3%	3.4%	Info

Offshore Funds		1yr	3yrs	5yrs	30 Apr 2025
Allan Gray - Orbis Global Optimal FoF		9.9%	13.9%	8.2%	Info
Allan Gray - Orbis Global Equity FF		8.8%	17.6%	13.4%	Info
Allan Gray - Orbis Global Balanced Feeder		18.8%	18.1%	14.6%	Info
Coronation Global Em Mkts Flex [ZAR] A		3.6%	12.7%	1.5%	Info
Coronation Global Cap. Plus [ZAR] FF A		7.6%	11.4%	5.6%	Info
Foord International FF A		3.9%	6.1%	3.9%	Info
Ninety One Global Strategic Managed FF A		5.2%	7.5%	5.3%	Info
Ninety One Global Franchise Feeder Fund A		10.0%	12.3%	8.4%	Info
Nedgroup Inv Global Equity FF A		6.3%	12.2%	8.9%	Info
Coronation Global Managed (ZAR) FF A		17.3%	15.6%	7.9%	Info
Nedgroup Investments Global Cautious Feeder Fund B2		7.4%	10.0%	4.2%	Info
Old Mutual Global Equity Fund R		11.5%	18.2%	15.4%	Info
Coronation Global Equity Select [ZAR] Feeder Fund A		16.8%	17.6%	8.8%	Info
Coronation Global Optimum Growth [ZAR] Feeder Fund		13.3%	16.0%	5.8%	Info
Coronation Global Strategic USD Income [ZAR] Feeder Fund		4.4%	10.1%	3.5%	Info

Shari'ah Compliant		1yr	3yrs	5yrs	30 Apr 2025
Camissa Islamic Equity		8.4%	1.9%	13.3%	Info
Camissa Islamic Balanced		7.4%	3.7%	11.1%	Info
27four Balanced Prescient FoF A1		13.6%	10.2%	11.1%	Info

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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.