Unit Trust performance figures are a cornerstone of our online portal. At Investonline, we provide concise and accurate data to empower clients in every investment decision.
By clearly presenting essential details, we enable clients to explore all options before setting long-term commitments. Our user-friendly charts and spreadsheets track the past five years of performance for premium unit trusts, helping clients evaluate top-performing funds over time.
Access performance figures for Unit Trusts, Living Annuities, Preservation Funds, Retirement Annuities, and Offshore Investments with Investonline.co.za.
Want to see the latest returns and up-to-date performance on all Unit Trust funds.
Recommended Portfolio Performance to October 2024
| 1 Year* | 5 Years* | 10 Years* | ||
|---|---|---|---|---|
| Aggressive Portfolio | 28.8 | 11.9 | 9.9 | |
| Industry Average | 25.1 | 10.5 | 6.6 | |
| Outperformance | 3.7 | 1.4 | 3.3 | |
| Moderate Portfolio | 23.1 | 10.6 | 8.7 | |
| Industry Average | 19.0 | 8.9 | 7.1 | |
| Outperformance | 4.1 | 1.7 | 1.6 | |
| Conservative Portfolio | 20.1 | 8.5 | 8.2 | |
| Industry Average | 16.7 | 8.2 | 7.2 | |
| Outperformance | 3.4 | 0.3 | 1.0 | |
| *per annum return |
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