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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 January 2021
Allan Gray Equity A4.70.45.2More InfoInvest
Coronation Top 20 A14.35.110.4More InfoInvest
Foord Equity R6.0-1.60.9More InfoInvest
Prudential Dividend Maximiser A7.92.55.8More InfoInvest
Prudential Equity A15.93.87.3More InfoInvest
Marriott Dividend Growth R-6.7-2.91.1More InfoInvest
Satrix ALSI Index A113.43.97.1More InfoInvest
Satrix MSCI World Equity Index FF A214.816.611.8More InfoInvest
Ninety One Equity Fund15.36.77.6More InfoInvest
Allan Gray SA Equity Fund2.8-1.74.0More InfoInvest
PSG Equity Fund Class E2.1-5.24.5More InfoInvest
Ninety One Value Fund2.46.79.9More InfoInvest
Laurium Equity Prescient Fund6.60.84.1More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 January 2021
Coronation Balanced Plus A12.16.07.1More InfoInvest
PSG Flexible1.1-1.94.6More InfoInvest
Nedgroup Investments Opportunity Fund0.64.04.9More InfoInvest
Foord Flexible FoF B216.89.87.3More InfoInvest
Rezco Managed Plus Fund6.08.04.7More InfoInvest
Truffle MET Flexible Fund14.111.07.4More InfoInvest
Nedgroup Investments Core Accelerated Fund6.53.00.0More InfoInvest
Coronation Market Plus Fund12.16.07.4More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 January 2021
Allan Gray Balanced A6.93.6
5.8More InfoInvest
Coronation Capital Plus8.95.45.8More InfoInvest
Foord Balanced B210.95.85.4
More InfoInvest
Ninety One Managed A9.28.17.9More InfoInvest
Ninety One Opportunity A9.27.96.8More InfoInvest
Ninety One Worldwide Flexible Fund9.95.70.0More InfoInvest
Amplify SCI Balanced 9.45.78.1More InfoInvest
Prudential Balanced A5.63.45.6More InfoInvest
PSG Balanced A5.1-0.64.7More InfoInvest
Nedgroup Core Diversified9.45.06.4More InfoInvest
Rezco Value Trend A7.37.75.0More InfoInvest
Old Mutual Absolute Smooth Growth Portfolio3.84.7More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 January 2021
Coronation Balanced Defensive A7.96.86.7More InfoInvest
Ninety One Cautious Managed A7.28.36.7More InfoInvest
Nedgroup Inv Stable A11.68.87.2More InfoInvest
Prudential Inflation Plus X1.21.43.3More InfoInvest
Prosperity IP Worldwide Flexible FoF A1.97.27.0More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
4.56.46.7More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 January 2021
Allan Gray Bond A6.48.710.0More InfoInvest
Allan Gray Money Market5.67.07.4More InfoInvest
Allan Gray Optimal A-3.23.54.0More InfoInvest
Allan Gray Stable A5.25.16.3More InfoInvest
Foord Conservative b210.78.06.8More InfoInvest
Coronation Strategic Income4.16.77.7More InfoInvest
Ninety One Diversified Income A5.77.57.5More InfoInvest
Kagiso Stable Fund-3.05.37.6More InfoInvest
Nedgroup Inv Flexible Inc A5.88.28.1More InfoInvest
Nedgroup Core Guarded8.36.57.0More InfoInvest
Prescient Income Provider Fund 4.87.27.7More InfoInvest
Old Mutual Multi-managers Enhanced Income Fund5.46.97.5More InfoInvest
Property 1 year3yrs5yrsData as at 31 January 2021
Nedgroup Inv Property A1-27.2-23.1-11.4More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund-7.511.73.1More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 January 2021
Allan Gray - Orbis Global Optimal FoF0.40.2-1.9More InfoInvest
Allan Gray - Orbis Global Equity FF18.49.711.9More InfoInvest
Allan Gray - Orbis Global FoF14.07.36.6More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A27.613.86.6More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A3.811.54.2More InfoInvest
Coronation Optimum Growth A17.415.212.5More InfoInvest
Foord International FF R10.611.05.5More InfoInvest
Ninety One Global Strategic Managed FF A17.414.08.2More InfoInvest
Ninety One Global Franchise Feeder Fund10.919.010.7More InfoInvest
Nedgroup Inv Global Equity FF A11.517.311.6More InfoInvest
Coronation Global Managed (ZAR) FF A9.912.28.2More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund 3.910.02.0More InfoInvest
Old Mutual Global Equity Fund 17.014.612.1More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund12.613.612.6More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 January 2021
Kagiso Islamic Equity11.86.710.8More InfoInvest
Kagiso Islamic Balanced12.97.29.1More InfoInvest
27four Balanced Prescient FoF A14.65.05.6More InfoInvest

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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?