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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 August 2019
Allan Gray Equity A-10.51.13.6More InfoInvest
Coronation Top 20 A-5.22.22.5More InfoInvest
Foord Equity R-12.6-4.2-0.1More InfoInvest
Prudential Dividend Maximiser A-8.62.63.6More InfoInvest
Prudential Equity A-8.33.53.7More InfoInvest
36ONE BCI Equity-2.13.66.6More InfoInvest
Marriott Dividend Growth R-5.50.34.0More InfoInvest
Satrix ALSI Index A1-3.33.73.7More InfoInvest
Satrix MSCI World Equity Index FF A22.69.712.9More InfoInvest
Investec Equity Fund-4.62.56.3More InfoInvest
Allan Gray SA Equity Fund-11.50.2More InfoInvest
PSG Equity Fund Class E-19.4-0.41.8More InfoInvest
Investec Value Fund33.4-1.04.8More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 August 2019
Coronation Balanced Plus A-2.62.54.5More InfoInvest
PSG Flexible-11.81.95.5More InfoInvest
Nedgroup Investments Opportunity Fund3.52.65.7More InfoInvest
Foord Flexible FoF B2-1.33.57.3More InfoInvest
Rezco Managed Plus Fund.084.75.8More InfoInvest
Truffle MET Flexible Fund4.63.97.3More InfoInvest
Nedgroup Investments Core Accelerated Fund-4.3More InfoInvest
Coronation Market Plus Fund-1.62.34.2More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 August 2019
Allan Gray Balanced A-4.92.75.6More InfoInvest
Coronation Capital Plus-0.13.04.1More InfoInvest
Foord Balanced B2-3.72.44.8
More InfoInvest
Investec Managed A3.16.38.6More InfoInvest
Investec Opportunity A1.74.97.0More InfoInvest
Investec Worldwide Flexible Fund-5.10.4More InfoInvest
Laurium Balanced Prescient-0.46.9More InfoInvest
Prudential Balanced A-3.74.05.6More InfoInvest
PSG Balanced A-13.41.14.4More InfoInvest
Nedgroup Core Diversified-2.03.45.5More InfoInvest
Rezco Value Trend A-1.64.15.2More InfoInvest
Old Mutual Absolute Smooth Growth Portfolio4.66.28.5More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 August 2019
Coronation Balanced Defensive A3.25.0
6.2More InfoInvest
Investec Cautious Managed A5.76.37.2More InfoInvest
Nedgroup Inv Stable A2.85.26.8More InfoInvest
Prudential Inflation Plus X-1.42.55.0More InfoInvest
Prosperity IP Worldwide Flexible FoF A16.68.3More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
4.26.47.5More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 August 2019
Allan Gray Bond A11.510.98.9More InfoInvest
Allan Gray Money Market7.87.97.5More InfoInvest
Allan Gray Optimal A5.74.87.5More InfoInvest
Allan Gray Stable A0.15.67.6More InfoInvest
Foord Conservative b21.74.36.0More InfoInvest
Coronation Strategic Income8.68.38.2More InfoInvest
Investec Diversified Income A7.98.08.5More InfoInvest
Kagiso Stable Fund10.07.17.2More InfoInvest
Nedgroup Inv Flexible Inc A9.28.28.3More InfoInvest
Nedgroup Core Guarded2.85.46.8More InfoInvest
Prescient Income Provider Fund 8.38.38.8More InfoInvest
Old Mutual Multi-managers Enhanced Income Fund8.18.07.4More InfoInvest
Property 1 year3yrs5yrsData as at 31 August 2019
Nedgroup Inv Property A1-32.2-10.3-2.2More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund12.86.613.6More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 August 2019
Allan Gray - Orbis Global Optimal FoF-7.8-2.14.7More InfoInvest
Allan Gray - Orbis Global Equity FF-6.55.510.0More InfoInvest
Allan Gray - Orbis Global FoF-7.12.58.6More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A9.17.66.2More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A6.13.88.9More InfoInvest
Coronation Optimum Growth A12.29.410.8More InfoInvest
Foord International FF R2.64.39.8More InfoInvest
Investec Global Strategic Managed FF A5.26.110.3More InfoInvest
Investec Global Franchise Feeder Fund10.811.216.1More InfoInvest
Nedgroup Inv Global Equity FF A7.911.114.2More InfoInvest
Coronation Global Managed (ZAR) FF A3.45.19.0More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund 1.92.19.5More InfoInvest
Old Mutual Global Equity Fund -5.59.613.3More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund4.18.2More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 August 2019
Kagiso Islamic Equity-0.55.64.4More InfoInvest
Kagiso Islamic Balanced-0.54.74.0More InfoInvest
27four Balanced Prescient FoF A10.84.06.3More InfoInvest

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