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Unit Trust Performance

Access unit trust performance figures with

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 29 February 2020
Allan Gray Equity A- InfoInvest
Coronation Top 20 A- InfoInvest
Foord Equity R-10.7-5.4-3.4More InfoInvest
Prudential Dividend Maximiser A- InfoInvest
Prudential Equity A- InfoInvest
36ONE BCI Equity10.17.45.1More InfoInvest
Marriott Dividend Growth R- InfoInvest
Satrix ALSI Index A1- InfoInvest
Satrix MSCI World Equity Index FF A217.513.611.8More InfoInvest
Investec Equity Fund- InfoInvest
Allan Gray SA Equity Fund-11.6-1.7More InfoInvest
PSG Equity Fund Class E-20.2-7.0-1.8More InfoInvest
Investec Value Fund-5.1-3.34.4More InfoInvest
Laurium Equity Prescient Fund- InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 29 February 2020
Coronation Balanced Plus A0.93.63.2More InfoInvest
PSG Flexible-14.6-3.11.9More InfoInvest
Nedgroup Investments Opportunity Fund4.83.14.0More InfoInvest
Foord Flexible FoF B27.96.36.3More InfoInvest
Rezco Managed Plus Fund11.17.35.5More InfoInvest
Truffle MET Flexible Fund9.77.05.8More InfoInvest
Nedgroup Investments Core Accelerated Fund-1.72.4More InfoInvest
Coronation Market Plus Fund2.12.83.5More InfoInvest
Moderate 1 year3yrs5yrsData as at 29 February 2020
Allan Gray Balanced A-0.13.2
5.0More InfoInvest
Coronation Capital Plus1.32.83.0More InfoInvest
Foord Balanced B22.53.63.3
More InfoInvest
Investec Managed A10.98.87.7More InfoInvest
Investec Opportunity A4.55.35.5More InfoInvest
Investec Worldwide Flexible Fund1.62.3More InfoInvest
Laurium Balanced Prescient-0.35.8More InfoInvest
Prudential Balanced A- InfoInvest
PSG Balanced A-12.2-2.41.5More InfoInvest
Nedgroup Core Diversified0.74.13.9More InfoInvest
Rezco Value Trend A8.76.34.9More InfoInvest
Old Mutual Absolute Smooth Growth Portfolio4.86.07.7More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 29 February 2020
Coronation Balanced Defensive A3.85.3
5.3More InfoInvest
Investec Cautious Managed A8.07.16.5More InfoInvest
Nedgroup Inv Stable A7.97.16.1More InfoInvest
Prudential Inflation Plus X- InfoInvest
Prosperity IP Worldwide Flexible FoF A12.89.19.4More InfoInvest
Sanlam Investment Management
Inflation Plus Fund InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 29 February 2020
Allan Gray Bond A9.810.38.7More InfoInvest
Allan Gray Money Market7.77.87.6More InfoInvest
Allan Gray Optimal A1.73.16.0More InfoInvest
Allan Gray Stable A3.15.87.2More InfoInvest
Foord Conservative b25.66.25.2More InfoInvest
Coronation Strategic Income7.18.18.0More InfoInvest
Investec Diversified Income A7.68.3
8.2More InfoInvest
Kagiso Stable Fund5.66.56.9More InfoInvest
Nedgroup Inv Flexible Inc A8.58.38.4More InfoInvest
Nedgroup Core Guarded4.56.05.7More InfoInvest
Prescient Income Provider Fund InfoInvest
Old Mutual Multi-managers Enhanced Income Fund6.97.67.3More InfoInvest
Property 1 year3yrs5yrsData as at 29 February 2020
Nedgroup Inv Property A1-33.2-20.0-10.6More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund19.113.010.4More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 29 Feburary 2020
Allan Gray - Orbis Global Optimal FoF4.11.65.0More InfoInvest
Allan Gray - Orbis Global Equity FF14.87.910.6More InfoInvest
Allan Gray - Orbis Global FoF8.55.58.7More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A15.111.58.2More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A17.99.38.7More InfoInvest
Coronation Optimum Growth A17.812.410.4More InfoInvest
Foord International FF R17.210.89.3More InfoInvest
Investec Global Strategic Managed FF A14.710.28.6More InfoInvest
Investec Global Franchise Feeder Fund21.116.113.9More InfoInvest
Nedgroup Inv Global Equity FF A23.616.114.0More InfoInvest
Coronation Global Managed (ZAR) FF A18.39.58.8More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund InfoInvest
Old Mutual Global Equity Fund 8.010.410.8More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund21.211.1More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 29 February 2020
Kagiso Islamic Equity- InfoInvest
Kagiso Islamic Balanced- InfoInvest
27four Balanced Prescient FoF A12.04.24.7More InfoInvest

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