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 | 1yr | 3yrs | 5yrs | Data as at 31 August 2024 | |
|---|---|---|---|---|---|
| Allan Gray Equity A | 13.3 | 12.8 | 12.0 | More InfoInvest | |
| Coronation Top 20 A | 18.2 | 11.7 | 14.6 | More InfoInvest | |
| Foord Equity A | 21.4 | 14.2 | 12.8 | More InfoInvest | |
| M&G Dividend Maximiser A | 11.6 | 10.2 | 12.6 | More InfoInvest | |
| M&G Equity A | 12.6 | 10.0 | 13.5 | More InfoInvest | |
| Marriott Dividend Growth R | 10.8 | 8.1 | 7.1 | More InfoInvest | |
| Satrix ALSI Index A1 | 15.3 | 11.3 | 12.0 | More InfoInvest | |
| Satrix MSCI World Equity Index FF A1 | 15.8 | 13.6 | 15.7 | More InfoInvest | |
| Ninety One Equity Fund R | 12.0 | 7.4 | 11.8 | More InfoInvest | |
| Allan Gray SA Equity Fund A | 14.7 | 12.3 | 11.5 | More InfoInvest | |
| PSG Equity Fund Class A | 13.3 | 16.7 | 14.9 | More InfoInvest | |
| Ninety One Value Fund R | 31.2 | 14.8 | 14.0 | More InfoInvest | |
| Laurium Equity Prescient Fund (Nedgroup Inv SA Equity) A2 | 13.6 | 10.1 | 11.4 | More InfoInvest |
| Moderately Aggressive | 1yr | 3yrs | 5yrs | Data as at 31 August 2024 | |
|---|---|---|---|---|---|
| Coronation Balanced Plus A | 11.4 | 9.0 | 11.2 | More InfoInvest | |
| PSG Flexible A | 11.4 | 15.2 | 13.5 | More InfoInvest | |
| Nedgroup Investments Opportunity Fund A | 12.6 | 14.1 | 12.5 | More InfoInvest | |
| Foord Flexible FoF A | 6.2 | 7.2 | 8.7 | More InfoInvest | |
| Rezco Managed Plus Fund A | 7.3 | 5.9 | 5.9 | More InfoInvest | |
| Truffle MET Flexible Fund A | 12.1 | 8.9 | 11.6 | More InfoInvest | |
| Nedgroup Investments Core Accelerated Fund B | 15.6 | 11.1 | 11.7 | More InfoInvest | |
| Coronation Market Plus Fund A | 14.3 | 10.8 | 12.4 | More InfoInvest |
| Moderate | 1yr | 3yrs | 5yrs | Data as at 31 August 2024 |
|
|---|---|---|---|---|---|
| Allan Gray Balanced A | 11.7 | 11.9 | 11.1 | More InfoInvest | |
| Coronation Capital Plus | 10.6 | 8.9 | 9.4 | More InfoInvest | |
| Foord Balanced A | 9.8 | 9.3 | 9.8 | More InfoInvest | |
| Ninety One Managed R | 9.0 | 6.8 | 8.5 | More InfoInvest | |
| Ninety One Opportunity R | 10.4 | 9.8 | 10.2 | More InfoInvest | |
| Ninety One Worldwide Flexible Fund E | 11.7 | 7.9 | 9.5 | More InfoInvest | |
| Amplify SCI Balanced A1 | 13.0 | 9.7 | 0.0 | More InfoInvest | |
| M&G Balanced A | 11.3 | 9.8 | 10.2 | More InfoInvest | |
| PSG Balanced A | 13.0 | 14.5 | 14.0 | More InfoInvest | |
| Nedgroup Core Diversified B | 14.4 | 10.2 | 11.2 | More InfoInvest | |
| Rezco Value Trend A | 5.9 | 5.9 | 6.0 | More InfoInvest | |
| Old Mutual Absolute Smooth Growth Portfolio | 8.5 | 8.3 | 6.3 | More InfoInvest | |
| Prescient Balanced Fund | 16.3 | 9.5 | 10.7 | More InfoInvest |
| Moderately Conservative | 1yr | 3yrs | 5yrs | Data as at 31 August 2024 | |
|---|---|---|---|---|---|
| Coronation Balanced Defensive A | 10.2 | 8.5 | 8.6 | More InfoInvest | |
| Ninety One Cautious Managed A | 9.9 | 7.0 | 7.7 | More InfoInvest | |
| Nedgroup Inv Stable A | 7.4 | 7.7 | 8.5 | More InfoInvest | |
| M&G Inflation Plus A | 11.9 | 9.0 | 8.1 | More InfoInvest | |
| Prosperity IP Worldwide Flexible FoF A | 18.7 | 13.6 | 10.0 | More InfoInvest | |
| Sanlam Investment Management Inflation Plus Fund | 10.8 | 8.0 | 7.5 | More InfoInvest |
| Conservative/ Income Fund | 1yr | 3yrs | 5yrs | Data as at 31 August 2024 | |
|---|---|---|---|---|---|
| Allan Gray Bond A | 16.4 | 8.4 | 8.4 | More InfoInvest | |
| Allan Gray Money Market | 9.0 | 7.2 | 6.5 | More InfoInvest | |
| Allan Gray Optimal A | 7.2 | 5.7 | 3.0 | More InfoInvest | |
| Allan Gray Stable A | 10.4 | 10.0 | 9.0 | More InfoInvest | |
| Foord Conservative A | 10.6 | 9.0 | 9.4 | More InfoInvest | |
| Coronation Strategic Income A | 11.8 | 8.2 | 7.3 | More InfoInvest | |
| Ninety One Diversified Income A | 10.5 | 7.8 | 7.2 | More InfoInvest | |
| Camissa Stable Fund A | 16.6 | 10.1 | 9.6 | More InfoInvest | |
| Nedgroup Inv Flexible Inc A | 10.4 | 8.2 | 7.7 | More InfoInvest | |
| Nedgroup Core Guarded B | 13.2 | 9.1 | 9.5 | More InfoInvest | |
| Prescient Income Provider Fund A1 | 11.1 | 8.5 | 7.4 | More InfoInvest | |
| Old Mutual Multi-managers Enhanced Income Fund | 10.2 | 7.4 | 6.9 | More InfoInvest |
| Property | 1yr | 3yrs | 5yrs | Data as at 31 August 2024 | |
|---|---|---|---|---|---|
| Nedgroup Inv Property A | 26.9 | 10.9 | 3.9 | More InfoInvest | |
| Catalyst Global Real Estate Prescient Feeder Fund | 6.7 | 1.5 | 3.7 | More InfoInvest |
| Offshore Funds | 1yr | 3yrs | 5yrs | Data as at 31 August 2024 | |
|---|---|---|---|---|---|
| Allan Gray - Orbis Global Optimal FoF | 3.4 | 15.6 | 8.4 | More InfoInvest | |
| Allan Gray - Orbis Global Equity FF | 17.5 | 14.4 | 15.8 | More InfoInvest | |
| Allan Gray - Orbis Global Balanced Feeder | 14.7 | 17.0 | 14.4 | More InfoInvest | |
| Coronation Global Em Mkts Flex [ZAR] A | 1.2 | -3.8 | 1.9 | More InfoInvest | |
| Coronation Global Cap. Plus [ZAR] FF A | 1.9 | 9.6 | 7.3 | More InfoInvest | |
| Foord International FF A | -4.2 | 6.4 | 6.8 | More InfoInvest | |
| Ninety One Global Strategic Managed FF A | 4.5 | 5.6 | 7.6 | More InfoInvest | |
| Ninety One Global Franchise Feeder Fund A | 4.9 | 8.3 | 11.2 | More InfoInvest | |
| Nedgroup Inv Global Equity FF A | 8.0 | 9.3 | 11.6 | More InfoInvest | |
| Coronation Global Managed (ZAR) FF A | 3.8 | 6.6 | 8.0 | More InfoInvest | |
| Nedgroup Investments Global Cautious Feeder Fund B2 | 3.3 | 8.7 | 6.0 | More InfoInvest | |
| Old Mutual Global Equity Fund R | 16.9 | 14.0 | 16.2 | More InfoInvest | |
| Coronation Global Equity Select [ZAR] Feeder Fund A | 2.1 | 3.5 | 8.3 | More InfoInvest | |
| Coronation Global Optimum Growth [ZAR] Feeder Fund | 4.8 | 3.4 | 5.7 | More InfoInvest | |
| Coronation Global Strategic USD Income [ZAR] Feeder Fund | 0.2 | 9.9 | 5.8 | More InfoInvest |
| Shari'ah Compliant | 1yr | 3yrs | 5yrs | Data as at 31 August 2024 | |
|---|---|---|---|---|---|
| Camissa Islamic Equity | 9.9 | 5.3 | 9.8 | More InfoInvest | |
| Camissa Islamic Balanced | 7.1 | 5.8 | 9.4 | More InfoInvest | |
| 27four Balanced Prescient FoF A1 | 13.8 | 9.1 | 9.3 | More InfoInvest |
