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Unit Trust Performance

Access unit trust performance figures with investonline.co.za

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 five years. One can use this to assess the best performing unit trusts at any given time.

Aggressive 1 year3yrs5yrsData as at 31 May 2020
Allan Gray Equity A-10.1-2.91.0More InfoInvest
Coronation Top 20 A-1.80.31.8More InfoInvest
Foord Equity R-13.4-8.2-4.2More InfoInvest
Prudential Dividend Maximiser A-6.8-0.11.0More InfoInvest
Prudential Equity A-10.9-0.90.7More InfoInvest
36ONE BCI Equity16.07.25.5More InfoInvest
Marriott Dividend Growth R-10.5-2.4-0.2More InfoInvest
Satrix ALSI Index A1-6.70.51.6More InfoInvest
Satrix MSCI World Equity Index FF A226.515.612.9More InfoInvest
Ninety One Equity Fund1.02.33.1More InfoInvest
Allan Gray SA Equity Fund-18.8-6.5-1.5More InfoInvest
PSG Equity Fund Class E-27.2-10.4-5.1More InfoInvest
Ninety One Value Fund0.5-2.34.6More InfoInvest
Laurium Equity Prescient Fund-14.6-3.2-1.7More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 May 2020
Coronation Balanced Plus A0.31.92.8More InfoInvest
PSG Flexible-22.9-7.3-1.8More InfoInvest
Nedgroup Investments Opportunity Fund-8.1-1.31.8More InfoInvest
Foord Flexible FoF B219.57.87.1More InfoInvest
Rezco Managed Plus Fund17.38.15.7More InfoInvest
Truffle MET Flexible Fund9.15.24.9More InfoInvest
Nedgroup Investments Core Accelerated Fund-6.8-0.4More InfoInvest
Coronation Market Plus Fund-1.30.72.9More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 May 2020
Allan Gray Balanced A-1.61.0
4.1More InfoInvest
Coronation Capital Plus-0.21.82.8More InfoInvest
Foord Balanced B28.03.63.8
More InfoInvest
Ninety One Managed A14.28.78.8More InfoInvest
Ninety One Opportunity A11.57.17.5More InfoInvest
Ninety One Worldwide Flexible Fund6.12.8More InfoInvest
Laurium Balanced Prescient-6.04.2More InfoInvest
Prudential Balanced A-4.91.63.3More InfoInvest
PSG Balanced A-18.7-5.6-1.2More InfoInvest
Nedgroup Core Diversified-2.02.33.3More InfoInvest
Rezco Value Trend A15.27.15.2More InfoInvest
Old Mutual Absolute Smooth Growth Portfolio3.84.7More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 May 2020
Coronation Balanced Defensive A2.44.4
5.0More InfoInvest
Ninety One Cautious Managed A11.57.97.4More InfoInvest
Nedgroup Inv Stable A13.87.76.8More InfoInvest
Prudential Inflation Plus X-5.9-0.22.0More InfoInvest
Prosperity IP Worldwide Flexible FoF A9.78.68.9More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
4.85.86.3More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 May 2020
Allan Gray Bond A6.89.18.7More InfoInvest
Allan Gray Money Market7.57.77.6More InfoInvest
Allan Gray Optimal A-2.81.64.8More InfoInvest
Allan Gray Stable A1.24.26.4More InfoInvest
Foord Conservative b210.96.35.7More InfoInvest
Coronation Strategic Income4.67.07.7More InfoInvest
Ninety One Diversified Income A6.98.08.0More InfoInvest
Kagiso Stable Fund-10.21.83.5More InfoInvest
Nedgroup Inv Flexible Inc A5.87.68.0More InfoInvest
Nedgroup Core Guarded2.75.05.5More InfoInvest
Prescient Income Provider Fund 5.37.38.0More InfoInvest
Old Mutual Multi-managers Enhanced Income Fund4.96.97.1More InfoInvest
Property 1 year3yrs5yrsData as at 31 May 2020
Nedgroup Inv Property A1-46.4-27.5-15.6More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund6.711.69.3More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 May 2020
Allan Gray - Orbis Global Optimal FoF9.02.85.0More InfoInvest
Allan Gray - Orbis Global Equity FF25.39.511.1More InfoInvest
Allan Gray - Orbis Global FoF16.96.39.0More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A18.99.89.4More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A24.212.09.7More InfoInvest
Coronation Optimum Growth A25.513.412.3More InfoInvest
Foord International FF R31.612.69.9More InfoInvest
Ninety One Global Strategic Managed FF A24.512.610.1More InfoInvest
Ninety One Global Franchise Feeder Fund34.819.316.2More InfoInvest
Nedgroup Inv Global Equity FF A28.817.514.7More InfoInvest
Coronation Global Managed (ZAR) FF A25.611.310.0More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund 17.610.18.3More InfoInvest
Old Mutual Global Equity Fund 19.412.511.7More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund24.812.210.6More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 May 2020
Kagiso Islamic Equity-10.50.82.5More InfoInvest
Kagiso Islamic Balanced-1.92.93.6More InfoInvest
27four Balanced Prescient FoF A10.12.94.1More InfoInvest

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