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Recommended Portfolios’ Performance

Unit trust performance figures are a key feature of our online information portal. At Investonline, we believe that providing our clients with concise and accurate data is the very basic element of our service and is to be expected across all of our dealings. By ensuring that our investors understand the fine print regarding their investment decisions, each client can weigh up all possible avenues before settling on expectations and long-term commitments. Investonline unit trust performance is tracked in an easy-to-use spreadsheet/chart, showing the past performance of its premium branded unit trusts offered over the last seven years. One can use this to assess the best performing unit trusts at any given time.

Unit Trust Portfolios to October 2020

 10 Years* 5 Years*1 Year*     
Aggressive Portfolio9.83.8-8.5
Industry Average5.9-0.6-9.2
Outperformance3.94.40.7
Moderate Portfolio9.24.52.0
Industry Average7.12.4-2.8
Outperformance2.12.14.8
Conservative Portfolio7.65.7-1.5
Industry Average7.04.30.4
Outperformance0.61.4-1.9
*per annum return

 

 

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Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?