CALL US021 001 2323

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 30 April 2020
Allan Gray Equity A-13.1-2.70.5More InfoInvest
Coronation Top 20 A-10.6-0.70.7More InfoInvest
Foord Equity R-15.6-7.9-4.6More InfoInvest
Prudential Dividend Maximiser A-10.4-0.30.7More InfoInvest
Prudential Equity A-11.0-1.30.1More InfoInvest
36ONE BCI Equity6.08.15.5More InfoInvest
Marriott Dividend Growth R-9.3-1.5-0.9More InfoInvest
Satrix ALSI Index A1-10.60.20.7More InfoInvest
Satrix MSCI World Equity Index FF A214.915.713.4More InfoInvest
Ninety One Equity Fund-6.42.02.2More InfoInvest
Allan Gray SA Equity Fund-19.8-6.1-1.8More InfoInvest
PSG Equity Fund Class E-23.5-11.1-5.2More InfoInvest
Ninety One Value Fund-19.5-3.34.1More InfoInvest
Laurium Equity Prescient Fund-15.8-3.0-2.1More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 30 April 2020
Coronation Balanced Plus A-5.51.32.2More InfoInvest
PSG Flexible-25.9-7.5-1.7More InfoInvest
Nedgroup Investments Opportunity Fund-11.1-1.61.5More InfoInvest
Foord Flexible FoF B214.77.97.4More InfoInvest
Rezco Managed Plus Fund13.98.15.7More InfoInvest
Truffle MET Flexible Fund6.55.95.1More InfoInvest
Nedgroup Investments Core Accelerated Fund-9.5-0.4More InfoInvest
Coronation Market Plus Fund-6.60.22.3More InfoInvest
Moderate 1 year3yrs5yrsData as at 30 April 2020
Allan Gray Balanced A-6.41.2
4.0More InfoInvest
Coronation Capital Plus-4.51.12.2More InfoInvest
Foord Balanced B23.33.73.7
More InfoInvest
Ninety One Managed A11.58.98.7More InfoInvest
Ninety One Opportunity A7.66.97.1More InfoInvest
Ninety One Worldwide Flexible Fund3.83.0More InfoInvest
Laurium Balanced Prescient-0.35.8More InfoInvest
Prudential Balanced A-10.11.02.7More InfoInvest
PSG Balanced A-28.1-5.9-1.3More InfoInvest
Nedgroup Core Diversified-21.32.22.8More InfoInvest
Rezco Value Trend A-4.77.25.2More InfoInvest
Old Mutual Absolute Smooth Growth Portfolio12.49.07.7More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 30 April 2020
Coronation Balanced Defensive A-1.33.8
4.5More InfoInvest
Ninety One Cautious Managed A8.17.46.9More InfoInvest
Nedgroup Inv Stable A10.67.56.7More InfoInvest
Prudential Inflation Plus X-9.6-0.71.5More InfoInvest
Prosperity IP Worldwide Flexible FoF A10.28.58.6More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
3.35.66.2More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 30 April 2020
Allan Gray Bond A0.57.07.2More InfoInvest
Allan Gray Money Market7.67.87.6More InfoInvest
Allan Gray Optimal A-4.71.64.6More InfoInvest
Allan Gray Stable A-1.94.26.4More InfoInvest
Foord Conservative b26.46.15.5More InfoInvest
Coronation Strategic Income3.56.77.4More InfoInvest
Ninety One Diversified Income A6.47.97.9More InfoInvest
Kagiso Stable Fund-10.81.93.9More InfoInvest
Nedgroup Inv Flexible Inc A4.97.37.8More InfoInvest
Nedgroup Core Guarded0.74.75.1More InfoInvest
Prescient Income Provider Fund 4.87.27.8More InfoInvest
Old Mutual Multi-managers Enhanced Income Fund3.76.36.7More InfoInvest
Property 1 year3yrs5yrsData as at 30 April 2020
Nedgroup Inv Property A1-50.4-29.0-17.0More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund-46.6-22.7-12.8More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 30 April 2020
Allan Gray - Orbis Global Optimal FoF10.23.45.9More InfoInvest
Allan Gray - Orbis Global Equity FF15.79.611.2More InfoInvest
Allan Gray - Orbis Global FoF13.27.09.5More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A16.811.99.1More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A26.812.510.6More InfoInvest
Coronation Optimum Growth A23.814.512.4More InfoInvest
Foord International FF R31.814.211.4More InfoInvest
Ninety One Global Strategic Managed FF A24.913.410.8More InfoInvest
Ninety One Global Franchise Feeder Fund34.420.517.1More InfoInvest
Nedgroup Inv Global Equity FF A28.517.915.5More InfoInvest
Coronation Global Managed (ZAR) FF A24.111.610.4More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund 23.711.09.6More InfoInvest
Old Mutual Global Equity Fund 16.112.812.6More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund23.612.511.0More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 30 April 2020
Kagiso Islamic Equity-14.7-0.42.0More InfoInvest
Kagiso Islamic Balanced-5.82.03.1More InfoInvest
27four Balanced Prescient FoF A1-4.22.53.7More InfoInvest

Welcome to the digital age of financial planning.

Let us guide your journey through expert analysis and experience.

I’d like to invest for...

Chat to your portfolio manager

Type your message...
×

Let's chat

One of our investment consultants will contact you shortly.
×

Newsletter Signup

Please complete all information below to sign up.
×

Need Advice?

xxx OK

Discover your investment needs with our calculators

×
I’d like to invest for...