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.

Aggressive1yr3yrs10yrsData as at 31 Oct 2023
Allan Gray Equity A7.616.87.5More InfoInvest
Coronation Top 20 A3.616.07.1More InfoInvest
Foord Equity A12.716.24.7More InfoInvest
M&G Dividend Maximiser A4.416.27.5More InfoInvest
M&G Equity A- InfoInvest
Marriott Dividend Growth R1.610.25.1More InfoInvest
Satrix ALSI Index A17.714.27.0More InfoInvest
Satrix MSCI World Equity Index FF A111.412.113.1More InfoInvest
Ninety One Equity Fund R2.311.68.1More InfoInvest
Allan Gray SA Equity Fund A3.817.7N/AMore InfoInvest
PSG Equity Fund Class A11.727.27.9More InfoInvest
Ninety One Value Fund R6.316.68.1More InfoInvest
Laurium Equity Prescient Fund (Nedgroup Inv SA Equity) A21.215.2N/AMore InfoInvest
Moderately Aggressive1yr3yrs10yrsData as at 31 Oct 2023
Coronation Balanced Plus A5.811.27.07.6
PSG Flexible A10.625.48.9More InfoInvest
Nedgroup Investments Opportunity Fund A5.216.18.4More InfoInvest
Foord Flexible FoF A9.26.77.6More InfoInvest
Rezco Managed Plus Fund A3.12.65.7More InfoInvest
Truffle MET Flexible Fund A0.111.89.2More InfoInvest
Nedgroup Investments Core Accelerated Fund B5.513.7N/AMore InfoInvest
Coronation Market Plus Fund A7.912.77.3More InfoInvest
Moderate1yr3yrs10yrsData as at 31 Oct 2023
Allan Gray Balanced A8.214.38.0More InfoInvest
Coronation Capital Plus8.59.95.9More InfoInvest
Foord Balanced A9.910.16.4More InfoInvest
Ninety One Managed R2.68.08.4More InfoInvest
Ninety One Opportunity R11.09.78.0More InfoInvest
Ninety One Worldwide Flexible Fund E3.88.4N/AMore InfoInvest
Amplify SCI Balanced A14.911.8N/AMore InfoInvest
M&G Balanced A4.412.67.3More InfoInvest
PSG Balanced A9.422.28.2More InfoInvest
Nedgroup Core Diversified B6.212.07.7More InfoInvest
Rezco Value Trend A4.63.85.8More InfoInvest
Old Mutual Absolute Smooth Growth Portfolio8.18.5N/AMore InfoInvest
Prescient Balanced Fund7.610.4N/AMore InfoInvest
Moderately Conservative1yr3yrs10yrsData at 31 Oct 2023
Coronation Balanced Defensive A8.48.66.8More InfoInvest
Ninety One Cautious Managed A7.76.46.9More InfoInvest
Nedgroup Inv Stable A8.17.37.2More InfoInvest
M&G Inflation Plus A4.610.46.0More InfoInvest
Prosperity IP Worldwide Flexible FoF A6.08.7N/AMore InfoInvest
Sanlam Investment Management
Inflation Plus Fund InfoInvest
Conservative/ Income Fund1yr3yrs10yrsData as at 31 Oct 2023
Allan Gray Bond A8.76.97.7More InfoInvest
Allan Gray Money Market8.05.86.7More InfoInvest
Allan Gray Optimal A- InfoInvest
Allan Gray Stable A7.611.07.9More InfoInvest
Foord Conservative A9.09.1N/AMore InfoInvest
Coronation Strategic Income A9.26.87.3More InfoInvest
Ninety One Diversified Income A7.46.67.2More InfoInvest
Camissa Stable Fund A2.112.17.4More InfoInvest
Nedgroup Inv Flexible Inc A8.37.37.8More InfoInvest
Nedgroup Core Guarded B6.59.37.5More InfoInvest
Prescient Income Provider Fund A18.97.27.9More InfoInvest
Old Mutual Multi-managers Enhanced Income Fund8.36.56.7More InfoInvest
Property1yr3yrs10yrsData as at 31 Oct 2023
Nedgroup Inv Property A-0.417.3-1.1More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund- InfoInvest
Offshore Funds1yr3yrs10yrsData as at 31 Oct 2023
Allan Gray - Orbis Global Optimal FoF11.913.26.9More InfoInvest
Allan Gray - Orbis Global Equity FF14.711.911.9More InfoInvest
Allan Gray - Orbis Global Balanced Feeder12.413.910.5More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A17.3-7.04.2More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A8.47.08.3More InfoInvest
Foord International FF A2.77.39.0More InfoInvest
Ninety One Global Strategic Managed FF A- InfoInvest
Ninety One Global Franchise Feeder Fund A8.68.713.3More InfoInvest
Nedgroup Inv Global Equity FF A10.27.912.9More InfoInvest
Coronation Global Managed (ZAR) FF A8.53.88.4More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund A4.04.88.2More InfoInvest
Old Mutual Global Equity Fund R12.413.314.5More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund A10.53.3N/AMore InfoInvest
Coronation Global Optimum Growth [ZAR] Feeder Fund12.5-1.18.2More InfoInvest
Coronation Global Strategic USD Income [ZAR] Feeder Fund6.86.08.0More InfoInvest
Shari'ah Compliant1yr3yrs10yrsData as at 31 Oct 2023
Camissa Islamic Equity-6.311.96.7More InfoInvest
Camissa Islamic Balanced-1.411.06.7More InfoInvest
27four Balanced Prescient FoF A17.710.16.9More InfoInvest

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